Kestra Advisory Services, LLC
Position in SHAG — WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
CIK 1830819
AUSTIN, TX
All Filings in SHAG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SHAG | $958,879 | 20,153 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SHAG | $970,157 | 20,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SHAG | $1,102,705 | 22,985 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SHAG | $1,191,101 | 24,882 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 SHAG | $1,200,329 | 25,217 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SHAG | $1,196,479 | 25,347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SHAG | $1,563,426 | 32,587 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 SHAG | $2,154,169 | 45,891 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SHAG | $1,649,079 | 35,019 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SHAG | $1,863,768 | 39,374 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SHAG | $1,917,268 | 41,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 SHAG | $1,954,449 | 41,914 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 SHAG | $2,009,772 | 42,607 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 SHAG | $541,327 | 11,166 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 SHAG | $1,929,813 | 38,199 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 SHAG | $6,459,141 | 126,625 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 SHAG | $1,656,935 | 32,419 | Shares | Sole | 2022-07-26 | |
| 2020-12-31 SHAG | $5,121,693 | 99,547 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 SHAG | $599,055 | 11,622 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||