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SHAGSHAG
8 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in WISDOMTREE TR

Integrated Wealth Concepts LLC holds 273 shares of SHAG (WISDOMTREE TR), worth $12,921 as of 2026-Q2. This is a new position. SHAG represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$12,921

Current Shares

273

Total Value Change

-$239,079

Total Shares Change

-4,613

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
273
-
$12,9210.0%$47.17
24
2021-Q4
Exited
0
-100.0%
$00.0%$43.17
0
2021-Q3
Decreased
17,509
-9.6%
$893,0000.0%$43.44
0
2021-Q2
Increased
19,367
+46.5%
$990,0000.0%$43.45
34
2021-Q1
Increased
13,219
+90.8%
$674,0000.0%$43.26
39
2020-Q4
Increased
6,929
+8.0%
$356,0000.0%$43.56
26
2020-Q3
Increased
6,415
+31.3%
$331,0000.0%$43.31
30
2020-Q2
New
4,886
-
$252,0000.0%$43.12
32

Other major holders of SHAG: JANE STREET GROUP, LLC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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