Who Owns WISDOMTREE TR (SHAG)? -- Institutional Holders (2026-06-30)

34 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.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$6.4M136,039Added
2ECLECTIC ASSOCIATES INC /ADV$4.6M97,596Added
3LPL Financial LLC$3.6M76,854Trimmed
4Private Advisor Group, LLC$3.1M64,570Trimmed
5CITADEL ADVISORS LLC$3.0M62,385Added
6COLUMBIA ADVISORY PARTNERS LLC$2.6M55,437Trimmed
7JANE STREET GROUP, LLC$2.6M53,913Added
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M42,562Added
9OSAIC HOLDINGS, INC.$1.2M26,115Added
10HF Advisory Group, LLC$1.1M24,096Added
11Insight Advisors, LLC/ PA$917,02119,378Added
12Kestra Advisory Services, LLC$883,54318,671Trimmed
13Prime Capital Investment Advisors, LLC$801,31916,933Trimmed
14Royal Bank of Canada$621,00013,127Added
15WEBSTER BANK, N. A.$614,86512,993Added
16Winch Advisory Services, LLC$481,09310,166Added
17Bank of New York Mellon Corp$321,5546,795Trimmed
18MORGAN STANLEY$234,2064,949Trimmed
19Trilogy Capital Inc.$206,8954,372Trimmed
20Smartleaf Asset Management LLC$71,9151,518Hold
21JPMORGAN CHASE & CO$48,0861,015Added
22NBC SECURITIES, INC.$46,187976Trimmed
23AMERIFLEX GROUP, INC.$37,976802Hold
24FRANKLIN RESOURCES INC$37,859800Hold
25CREATIVE FINANCIAL DESIGNS INC /ADV$1,79838Hold

Source: SEC Form 13F filings · as of 2026-06-30