# WISDOMTREE TR (SHAG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHAG/

- Reporting holders: 5
- Reported value: $25.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $20.0M | 431,089 | 3.1% | 1 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $4.5M | 97,437 | 0.5% | 4 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.2M | 25,746 | 0.4% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $510 | 11 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $371 | 8 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $25.7M |
| Q2 2026 | 31 | $38.6M |
| Q1 2026 | 34 | $35.0M |
| Q4 2025 | 30 | $33.5M |
| Q3 2025 | 30 | $29.4M |
| Q2 2025 | 30 | $25.9M |
| Q1 2025 | 33 | $24.1M |
| Q4 2024 | 30 | $19.8M |
| Q3 2024 | 36 | $28.0M |
| Q2 2024 | 39 | $29.3M |
| Q1 2024 | 40 | $29.5M |
| Q4 2023 | 41 | $92.1M |