LPL Financial LLC

Position in SHAG — WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

CIK 1403438 FORT MILL, SC

All Filings in SHAG

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SHAG	$3,877,770	81,500	-30.6%	Shares	Sole	2026-05-06
2025-12-31 SHAG	$5,644,053	117,511	-7.6%	Shares	Sole	2026-02-11
2025-09-30 SHAG	$6,102,755	127,207	-8.3%	Shares	Sole	2025-11-12
2025-06-30 SHAG	$6,642,393	138,759	+2.6%	Shares	Sole	2025-08-12
2025-03-31 SHAG	$6,439,804	135,290	+4.9%	Shares	Sole	2025-05-07
2024-12-31 SHAG	$6,088,891	128,991	-0.1%	Shares	Sole	2025-02-11
2024-09-30 SHAG	$6,197,668	129,180	+4.6%	Shares	Sole	2024-11-08
2024-06-30 SHAG	$5,796,931	123,494	+4.4%	Shares	Sole	2024-08-07
2024-03-31 SHAG	$5,568,746	118,255	-14.9%	Shares	Sole	2024-05-10
2023-12-31 SHAG	$6,575,352	138,911	+50.4%	Shares	Sole	2024-02-14
2023-09-30 SHAG	$4,275,299	92,371	+3.4%	Shares	Sole	2023-11-13
2023-06-30 SHAG	$4,165,737	89,336	+1.4%	Shares	Sole	2023-07-31
2023-03-31 SHAG	$4,154,875	88,083	-11.9%	Shares	Sole	2023-05-10
2022-12-31 SHAG	$4,668,086	100,034	-6.1%	Shares	Sole	2023-02-07
2022-09-30 SHAG	$4,928,208	106,572	-7.0%	Shares	Sole	2022-11-14
2022-06-30 SHAG	$5,453,476	114,617	-7.9%	Shares	Sole	2022-08-12
2022-03-31 SHAG	$6,030,475	124,391	-10.9%	Shares	Sole	2022-05-16
2021-12-31 SHAG	$7,053,349	139,615	-46.9%	Shares	Sole	2022-02-14
2021-09-30 SHAG	$13,400,378	262,701	+17.4%	Shares	Sole	2021-11-15
2021-06-30 SHAG	$11,439,337	223,818	+3.2%	Shares	Sole	2021-08-13
2021-03-31 SHAG	$11,057,191	216,914	+14.3%	Shares	Sole	2021-05-14
2020-12-31 SHAG	$9,763,460	189,766	+42.8%	Shares	Sole	2021-02-12
2020-09-30 SHAG	$6,848,423	132,863	+16.9%	Shares	Sole	2020-11-09
2020-06-30 SHAG	$5,853,032	113,607	-31.0%	Shares	Sole	2020-08-13
2020-03-31 SHAG	$8,245,650	164,551	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.