14 institutions reported holding $13.2M of WISDOMTREE TR (SHAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: ECLECTIC ASSOCIATES INC /ADV ($4.6M), Private Advisor Group, LLC ($3.1M), COLUMBIA ADVISORY PARTNERS LLC ($2.6M), HF Advisory Group, LLC ($1.1M), Kestra Advisory Services, LLC ($883,543). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ECLECTIC ASSOCIATES INC /ADV | $4.6M | 97,596 | Added |
| 2 | Private Advisor Group, LLC | $3.1M | 64,570 | Trimmed |
| 3 | COLUMBIA ADVISORY PARTNERS LLC | $2.6M | 55,437 | Trimmed |
| 4 | HF Advisory Group, LLC | $1.1M | 24,096 | Added |
| 5 | Kestra Advisory Services, LLC | $883,543 | 18,671 | Trimmed |
| 6 | WEBSTER BANK, N. A. | $614,865 | 12,993 | Added |
| 7 | Trilogy Capital Inc. | $206,895 | 4,372 | Trimmed |
| 8 | NBC SECURITIES, INC. | $46,187 | 976 | Trimmed |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1,798 | 38 | Hold |
| 10 | CoreCap Advisors, LLC | $521 | 11 | Hold |
| 11 | Planning Strategies Inc. | $379 | 8 | New |
| 12 | Smallwood Wealth Investment Management, LLC | $69 | 1 | Hold |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $0 | 0 | Exited |
| 14 | Herold Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30