SHAG institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding30
Shares held752,394
Reported value$35.6m
Quarter flows2 new, 12 added, 9 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/136,039$6.4m0.0%
ECLECTIC ASSOCIATES INC /ADV97,596$4.6m0.5%
LPL Financial LLC76,854$3.6m0.0%
Private Advisor Group, LLC64,570$3.1m0.0%
CITADEL ADVISORS LLC62,385$3.0m0.0%
COLUMBIA ADVISORY PARTNERS LLC55,437$2.6m1.4%
JANE STREET GROUP, LLC53,913$2.6m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP42,562$2.0m0.0%
OSAIC HOLDINGS, INC.26,115$1.2m0.0%
HF Advisory Group, LLC24,096$1.1m0.4%
Insight Advisors, LLC/ PA19,378$917,0210.2%
Kestra Advisory Services, LLC18,671$883,5430.0%
Prime Capital Investment Advisors, LLC16,933$801,3190.0%
ROYAL BANK OF CANADA13,127$621,0000.0%
WEBSTER BANK, N. A.12,993$614,8650.1%
Winch Advisory Services, LLC10,166$481,0930.1%
Bank of New York Mellon Corp6,795$321,5540.0%
MORGAN STANLEY4,949$234,2060.0%
Trilogy Capital Inc.4,372$206,8950.0%
Smartleaf Asset Management LLC1,518$71,9150.0%
JPMORGAN CHASE & CO1,015$48,0860.0%
LANARK FINANCIAL, INC.976$46,1870.0%
AMERIFLEX GROUP, INC.802$37,9760.0%
FRANKLIN RESOURCES INC800$37,8590.0%
Integrated Wealth Concepts LLC273$12,9210.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SHAG"). SHAG price history · All 13F data

Get a free API keySee history bundlesDownload free samples