WISDOMTREE TR (SHAG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
31
Reporting holders
$35.7M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.4M | 136,039 | 0.00% | 31q | +6.4%+$389.5K |
| ECLECTIC ASSOCIATES INC /ADV | $4.6M | 97,596 | 0.53% | 3q | +17.5%+$687.6K |
| LPL Financial LLC | $3.6M | 76,854 | 0.00% | 27q | -5.7%-$219.9K |
| Private Advisor Group, LLC | $3.1M | 64,570 | 0.01% | 21q | -24.6%-$994.9K |
| CITADEL ADVISORS LLC | $3.0M | 62,385 | 0.00% | 10q | +53.0%+$1.0M |
| COLUMBIA ADVISORY PARTNERS LLC | $2.6M | 55,437 | 1.45% | 2q | -16.5%-$518.5K |
| JANE STREET GROUP, LLC | $2.6M | 53,913 | 0.00% | 20q | +76.2%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 42,562 | 0.00% | 4q | +17.8%+$304.4K |
| OSAIC HOLDINGS, INC. | $1.2M | 26,115 | 0.00% | 26q | +17.1%+$180.0K |
| HF Advisory Group, LLC | $1.1M | 24,096 | 0.35% | 15q | +4.5%+$49.0K |
| Insight Advisors, LLC/ PA | $917.0K | 19,378 | 0.16% | 23q | +13.3%+$107.9K |
| Kestra Advisory Services, LLC | $883.5K | 18,671 | 0.00% | 14q | -7.4%-$70.1K |
| Prime Capital Investment Advisors, LLC | $801.3K | 16,933 | 0.01% | 13q | -1.0%-$8.0K |
| ROYAL BANK OF CANADA | $621.0K | 13,127 | 0.00% | 19q | +279.1%+$457.2K |
| WEBSTER BANK, N. A. | $614.9K | 12,993 | 0.05% | 29q | +12.7%+$69.5K |
| Winch Advisory Services, LLC | $481.1K | 10,166 | 0.10% | 31q | HELD |
| Bank of New York Mellon Corp | $321.6K | 6,795 | 0.00% | 14q | -7.4%-$25.6K |
| MORGAN STANLEY | $234.2K | 4,949 | 0.00% | 28q | -30.0%-$100.2K |
| Trilogy Capital Inc. | $206.9K | 4,372 | 0.01% | 19q | -3.3%-$7.0K |
| Smartleaf Asset Management LLC | $71.9K | 1,518 | 0.00% | 11q | HELD |
| JPMORGAN CHASE & CO | $48.1K | 1,015 | 0.00% | 12q | +2.4%+$1.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $48.0K | 1,015 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $46.2K | 976 | 0.00% | 12q | -58.4%-$64.9K |
| AMERIFLEX GROUP, INC. | $38.0K | 802 | 0.02% | 2q | HELD |
| FRANKLIN RESOURCES INC | $37.9K | 800 | 0.00% | 15q | HELD |
| Integrated Wealth Concepts LLC | $12.9K | 273 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.8K | 38 | 0.00% | 18q | HELD |
| CoreCap Advisors, LLC | $521 | 11 | 0.00% | 10q | HELD |
| Planning Strategies Inc. | $379 | 8 | 0.00% | new | FIRST |
| Smallwood Wealth Investment Management, LLC | $69 | 1 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $34 | 1 | 0.00% | 30q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 31 | $35.7M | 753,409 | 2 | 11 | 10 | 0.0% |
| Q1 2026 | 33 | $33.8M | 709,383 | 4 | 12 | 9 | 0.0% |
| Q4 2025 | 29 | $32.2M | 669,858 | 2 | 10 | 11 | 0.0% |
| Q3 2025 | 29 | $28.5M | 593,901 | 2 | 11 | 11 | 0.0% |
| Q2 2025 | 29 | $25.8M | 538,166 | 1 | 11 | 8 | 0.0% |
| Q1 2025 | 31 | $23.6M | 495,400 | 4 | 12 | 7 | 0.0% |
| Q4 2024 | 30 | $19.8M | 419,303 | 2 | 6 | 14 | 0.0% |
| Q3 2024 | 34 | $26.2M | 546,249 | 1 | 12 | 11 | 0.0% |
| Q2 2024 | 37 | $28.7M | 612,343 | 1 | 15 | 13 | 0.0% |
| Q1 2024 | 38 | $28.1M | 596,959 | 4 | 9 | 15 | 0.0% |
| Q4 2023 | 40 | $91.9M | 1,941,203 | 3 | 7 | 14 | 0.0% |
| Q3 2023 | 37 | $85.3M | 1,843,522 | 4 | 7 | 16 | 0.0% |
| Q2 2023 | 38 | $84.6M | 1,809,299 | 3 | 14 | 14 | 0.0% |
| Q1 2023 | 39 | $87.9M | 1,862,891 | 6 | 11 | 12 | 0.0% |
| Q4 2022 | 34 | $40.8M | 937,930 | 7 | 8 | 13 | 0.0% |
| Q3 2022 | 34 | $49.1M | 1,061,908 | 3 | 5 | 12 | 0.0% |
| Q2 2022 | 41 | $67.0M | 1,408,009 | 6 | 9 | 18 | 0.0% |
| Q1 2022 | 43 | $94.2M | 1,940,069 | 4 | 8 | 20 | 0.0% |
| Q4 2021 | 42 | $109.6M | 2,171,427 | 4 | 10 | 11 | 0.0% |
| Q3 2021 | 35 | $87.8M | 1,721,776 | 6 | 8 | 12 | 0.0% |
| Q2 2021 | 31 | $76.6M | 1,499,712 | 6 | 9 | 12 | 0.0% |
| Q1 2021 | 32 | $68.3M | 1,339,322 | 2 | 11 | 10 | 0.0% |
| Q4 2020 | 37 | $71.4M | 1,388,366 | 6 | 15 | 7 | 0.0% |
| Q3 2020 | 28 | $31.6M | 614,548 | 6 | 8 | 4 | 0.0% |
| Q2 2020 | 24 | $19.5M | 379,378 | 7 | 6 | 7 | 0.0% |
| Q1 2020 | 21 | $35.7M | 712,072 | 1 | 9 | 7 | 0.0% |
| Q4 2019 | 25 | $20.4M | 404,496 | 4 | 9 | 8 | 0.0% |
| Q3 2019 | 23 | $22.9M | 455,329 | 6 | 9 | 7 | 0.0% |
| Q2 2019 | 21 | $21.0M | 417,443 | 7 | 10 | 3 | 0.0% |
| Q1 2019 | 19 | $23.0M | 462,519 | 7 | 4 | 3 | 0.0% |
| Q4 2018 | 15 | $24.4M | 498,278 | 0 | 0 | 0 | 0.0% |