Who Owns WISDOMTREE TR (SHAG)? -- Institutional Holders (2026-06-30)
35 institutions reported holding $35.6M of WISDOMTREE TR (SHAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($6.4M), ECLECTIC ASSOCIATES INC /ADV ($4.6M), LPL Financial LLC ($3.6M), Private Advisor Group, LLC ($3.1M), CITADEL ADVISORS LLC ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $6.4M | 136,039 | Added |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $4.6M | 97,596 | Added |
| 3 | LPL Financial LLC | $3.6M | 76,854 | Trimmed |
| 4 | Private Advisor Group, LLC | $3.1M | 64,570 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $3.0M | 62,385 | Added |
| 6 | COLUMBIA ADVISORY PARTNERS LLC | $2.6M | 55,437 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $2.6M | 53,913 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 42,562 | Added |
| 9 | OSAIC HOLDINGS, INC. | $1.2M | 26,115 | Added |
| 10 | HF Advisory Group, LLC | $1.1M | 24,096 | Added |
| 11 | Insight Advisors, LLC/ PA | $917,021 | 19,378 | Added |
| 12 | Kestra Advisory Services, LLC | $883,543 | 18,671 | Trimmed |
| 13 | Prime Capital Investment Advisors, LLC | $801,319 | 16,933 | Trimmed |
| 14 | Royal Bank of Canada | $621,000 | 13,127 | Added |
| 15 | WEBSTER BANK, N. A. | $614,865 | 12,993 | Added |
| 16 | Winch Advisory Services, LLC | $481,093 | 10,166 | Added |
| 17 | Bank of New York Mellon Corp | $321,554 | 6,795 | Trimmed |
| 18 | MORGAN STANLEY | $234,206 | 4,949 | Trimmed |
| 19 | Trilogy Capital Inc. | $206,895 | 4,372 | Trimmed |
| 20 | Smartleaf Asset Management LLC | $71,915 | 1,518 | Hold |
| 21 | JPMORGAN CHASE & CO | $48,086 | 1,015 | Added |
| 22 | NBC SECURITIES, INC. | $46,187 | 976 | Trimmed |
| 23 | AMERIFLEX GROUP, INC. | $37,976 | 802 | Hold |
| 24 | FRANKLIN RESOURCES INC | $37,859 | 800 | Hold |
| 25 | Integrated Wealth Concepts LLC | $12,921 | 273 | New |
Source: SEC Form 13F filings · as of 2026-06-30