WSDMTREE YLD EN US ST AGG (SHAG) Institutional Ownership Changes & 13F Activity
WSDMTREE YLD EN US ST AGG (SHAG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Flow Traders U.S. Llc, Jane Street Group, Llc, Citadel Advisors Llc, Private Advisor Group, Llc, and Eclectic Associates Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +21,623 | +53.0% | 62,385 | $2.95M | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +23,310 | +76.2% | 53,913 | $2.55M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +9,664 | +279.1% | 13,127 | $621.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +8,230 | +6.4% | 136,039 | $6.44M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +6,433 | +17.8% | 42,562 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,805 | +17.1% | 26,115 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -2,118 | -30.0% | 4,949 | $234.21K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +1,015 | — | 1,015 | $48.09K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -4,646 | -5.7% | 76,854 | $3.64M | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Sell | -542 | -7.4% | 6,795 | $321.55K | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, Llc | Buy | +44 | +0.4% | 10,166 | $481.09K | Q2 2026 | Aug 06, 2026 |
| Insight Advisors, Llc/ Pa | Buy | +2,281 | +13.3% | 19,378 | $917.02K | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, Llc | Sell | -168 | -1.0% | 16,933 | $801.32K | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, Llc | Sell | -1,482 | -7.4% | 18,671 | $883.54K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Sell | -21,023 | -24.6% | 64,570 | $3.06M | Q2 2026 | Jul 27, 2026 |
| Columbia Advisory Partners Llc | Sell | -10,956 | -16.5% | 55,437 | $2.62M | Q2 2026 | Jul 23, 2026 |
| Nbc Securities, Inc. | Sell | -1,372 | -58.4% | 976 | $46.19K | Q2 2026 | Jul 21, 2026 |
| Webster Bank, N. A. | Buy | +1,469 | +12.7% | 12,993 | $614.87K | Q2 2026 | Jul 20, 2026 |
| Hf Advisory Group, Llc | Buy | +1,035 | +4.5% | 24,096 | $1.14M | Q2 2026 | Jul 09, 2026 |
| Eclectic Associates Inc | Buy | +14,531 | +17.5% | 97,596 | $4.62M | Q2 2026 | Jul 07, 2026 |
| Trilogy Capital Inc. | Sell | -148 | -3.3% | 4,372 | $206.90K | Q2 2026 | Jul 06, 2026 |
| Western Wealth Management, Llc | Sell | -669 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Flow Traders U.S. Llc | Sell | -27,263 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Herold Advisors, Inc. | Sell | -5,427 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -606 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Franklin Resources Inc | Sell | -800 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ubs Group Ag | Sell | -145 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| International Assets Investment Management, Llc | Sell | -416 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
Frequently asked questions about SHAG activity
Which institutional owners are buying SHAG?
Institutional owners buying SHAG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHAG activity?
"Buy" means an investor increased their reported position in SHAG compared to the prior reporting period. This reflects growing exposure to WSDMTREE YLD EN US ST AGG (SHAG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHAG increasing?
Institutional interest in SHAG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.