SHAG — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (SHAG)? 5 institutions reported holding $25.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Clune & Associates, Ltd. ($20.0M), Eclectic Associates Inc ($4.5M), HF Advisory Group, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CLUNE & ASSOCIATES, LTD. | $20.0M | 431,089 | New |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $4.5M | 97,437 | Trimmed |
| 3 | HF Advisory Group, LLC | $1.2M | 25,746 | Added |
| 4 | CoreCap Advisors, LLC | $510 | 11 | Hold |
| 5 | Planning Strategies Inc. | $371 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30