Latest Period
Q1 2026
Security Snapshot
WISDOMTREE TR - YIELD ENHANCED (SHAG) Institutional Ownership
CUSIP: 97717Y808
13F Institutional Holders and Ownership History from Q2 2017 to Q1 2026
Institutions Reporting
34
Shares (Excl. Options)
736,645
Price
$47.58
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- Security type / class
- Equity / YIELD ENHANCED
- Symbol
- SHAG
- Reported price per share
- $47.51
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 736,645
- Total reported value
- $35,049,277
- Portfolio coverage rank
- 0%
- Share change
- +39,765
- Value change
- +$1,892,054
- Number of holders
- 34
Security identity
2 facts
Issuer context
1 fact
Latest holder snapshot
7 facts
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SHAG - WISDOMTREE TR - YIELD ENHANCED is tracked under CUSIP 97717Y808.
- 34 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 30 to 34 between Q4 2025 and Q1 2026.
- Reported value moved from $33,472,013 to $35,049,277.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 34 institutions filings for Q1 2026.
Security key
97717Y808
Latest holder period
Q1 2026
13F holders
34
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717Y808:
As of 31 Mar 2026, 34 institutional investors reported holding 736,645 shares of WISDOMTREE TR - YIELD ENHANCED (SHAG).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
36
Latest
Q1 2026
Rows shown
1-25 of 36
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 736,645 | $35,049,277 | +$1,892,054 | $47.58 | 34 |
| 2025 Q4 | 696,880 | $33,472,013 | +$4,123,442 | $48.03 | 30 |
| 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 |