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Wsdmtree YLD EN US ST AGG (SHAG)

CUSIP: 97717Y808 | NYSE | 134 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Factor Wealth Management LTD431,089
3.1% of portfolio›$20.0M
Eclectic Associates Inc97,437
0.5% of portfolio›$4.5M
HF Advisory Group, LLC25,746
0.4% of portfolio›$1.2M
Insight Advisors, LLC/ PA21,072
0.2% of portfolio›$977.0K
Prime Capital Investment Advisors, LLC16,459
0.0% of portfolio›$763.1K
Kestra Advisory Services, LLC14,109
0.0% of portfolio›$654.1K
Bank of New York Mellon Corp6,815
0.0% of portfolio›$316.0K
Trilogy Capital Inc.4,372
0.0% of portfolio›$202.7K
Lanark Financial, Inc.540
0.0% of portfolio›$25.0K
Creative Financial Designs Inc38
0.0% of portfolio›$1.8K
Heritage Family Offices, LLP15
0.0% of portfolio›$696
CoreCap Advisors, LLC11
0.0% of portfolio›$510
Planning Strategies Inc.8
0.0% of portfolio›$371
StyleTurnoverLocationFiled
Factor Wealth Management LTD
431,089$20.0M3.1%ETFLowChicago, IL2026-10-08
Eclectic Associates Inc
97,437$4.5M0.5%ETFVery LowFullerton, CA2026-10-09
HF Advisory Group, LLC
25,746$1.2M0.4%ValueLowAnnapolis, MD2026-10-09
Insight Advisors, LLC/ PA
21,072$977.0K0.2%ETFMediumNewtown, PA2026-10-22
Prime Capital Investment Advisors, LLC
16,459$763.1K0.0%ETFLowOverland Park, KS2026-10-20
Kestra Advisory Services, LLC
14,109$654.1K0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
6,815$316.0K0.0%CoreLowNew York, NY2026-11-05
Trilogy Capital Inc.
4,372$202.7K0.0%ETFMediumIrvine, CA2026-10-20
Lanark Financial, Inc.
540$25.0K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
38$1.8K0.0%ETFMediumKokomo, IN2026-11-04
Heritage Family Offices, LLP
15$6960.0%GrowthHighScottsdale, AZ2026-11-02
CoreCap Advisors, LLC
11$5100.0%ETFMediumSouthfield, MI2026-10-08
Planning Strategies Inc.
8$3710.0%ETFN/ALancaster, PA2026-10-02