As of 30 Sep 2025, 30 institutional investors reported holding 611,029 shares of WISDOMTREE TR - YIELD ENHANCED (SHAG).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 611,029 | $29,314,118 | +$3,403,058 | $47.98 | 30 |
| 2025 Q2 | 539,970 | $25,847,560 | +$1,655,214 | $47.87 | 30 |
| 2025 Q1 | 505,399 | $24,057,040 | +$4,098,839 | $47.60 | 33 |
| 2024 Q4 | 419,303 | $19,792,261 | -$7,640,022 | $47.20 | 30 |
| 2024 Q3 | 579,899 | $27,819,575 | -$1,929,299 | $47.98 | 36 |
| 2024 Q2 | 621,159 | $29,161,481 | +$309,644 | $46.94 | 38 |
| 2024 Q1 | 608,845 | $28,672,220 | -$62,158,872 | $47.09 | 39 |
| 2023 Q4 | 1,934,826 | $91,581,841 | +$809,501 | $47.34 | 40 |
| 2023 Q3 | 1,855,455 | $85,874,190 | +$1,547,325 | $46.28 | 39 |
| 2023 Q2 | 1,818,034 | $84,969,320 | -$3,094,992 | $46.63 | 40 |
| 2023 Q1 | 1,871,675 | $88,286,087 | +$43,723,188 | $47.17 | 40 |
| 2022 Q4 | 954,157 | $1,745,676,649 | -$6,833,452 | $46.66 | 39 |
| 2022 Q3 | 1,061,908 | $49,106,445 | -$15,999,186 | $46.24 | 34 |
| 2022 Q2 | 1,407,998 | $67,005,689 | -$25,811,794 | $47.58 | 40 |
| 2022 Q1 | 1,940,069 | $94,230,943 | -$4,317,082 | $48.48 | 43 |
| 2021 Q4 | 2,068,086 | $104,404,033 | -$10,473,783 | $50.52 | 41 |
| 2021 Q3 | 1,721,776 | $87,825,290 | +$11,326,216 | $51.01 | 35 |
| 2021 Q2 | 1,499,712 | $76,614,117 | +$9,885,835 | $51.11 | 31 |
| 2021 Q1 | 1,339,322 | $68,274,048 | -$2,578,305 | $50.98 | 32 |
| 2020 Q4 | 1,388,366 | $71,427,291 | +$24,687,061 | $51.45 | 37 |
| 2020 Q3 | 614,548 | $31,578,339 | +$10,767,550 | $51.55 | 28 |
| 2020 Q2 | 379,378 | $19,544,327 | -$17,111,270 | $51.52 | 24 |
| 2020 Q1 | 712,072 | $35,683,606 | +$15,389,086 | $50.11 | 21 |
| 2019 Q4 | 404,496 | $20,351,708 | -$7,217,850 | $50.31 | 25 |
| 2019 Q3 | 455,329 | $22,939,320 | +$2,206,029 | $50.38 | 23 |
| 2019 Q2 | 417,443 | $20,986,535 | -$2,173,844 | $50.27 | 21 |
| 2019 Q1 | 462,519 | $22,977,000 | -$1,425,004 | $49.68 | 19 |
| 2018 Q4 | 498,278 | $24,351,864 | +$8,535,753 | $48.87 | 15 |
| 2018 Q3 | 108,505 | $5,296,000 | +$3,116,264 | $48.82 | 9 |
| 2018 Q2 | 44,677 | $2,185,000 | -$2,447,803 | $48.87 | 5 |
| 2018 Q1 | 94,679 | $4,653,000 | -$68,239 | $49.20 | 6 |
| 2017 Q4 | 96,083 | $4,780,000 | +$2,679,108 | $49.82 | 2 |
| 2017 Q3 | 42,183 | $2,110,000 | -$1,536,556 | $50.01 | 2 |
| 2017 Q2 | 72,898 | $3,655,000 | +$3,655,000 | $50.12 | 2 |