WSDMTREE YLD EN US ST AGG (SHAG) Institutional Ownership and Insiders Activity
WSDMTREE YLD EN US ST AGG (SHAG) is widely held by institutional investors, with 27 firms reporting positions valued at approximately $35.55M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is the largest disclosed holder, reporting approximately $6.44M in SHAG holdings in its latest filing.
Institutional Holders
27
Total Reported Value
$35.55M
Largest Holder
Bank Of America Corp
Largest Position
$6.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
7
Top Institutional Owners
View allInvestorReported Balance
- Bank Of America Corp$6.44M
- Eclectic Associates Inc$4.62M
- Lpl Financial Llc$3.64M
- Private Advisor Group, Llc$3.06M
- Citadel Advisors Llc$2.95M