Who Owns WISDOMTREE TR (SHAG)? -- Institutional Holders (2026-03-31)
34 institutions reported holding $35.0M of WISDOMTREE TR (SHAG) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($6.1M), Private Advisor Group, LLC ($4.1M), ECLECTIC ASSOCIATES INC /ADV ($4.0M), LPL Financial LLC ($3.9M), COLUMBIA ADVISORY PARTNERS LLC ($3.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $6.1M | 127,809 | Added |
| 2 | Private Advisor Group, LLC | $4.1M | 85,593 | Added |
| 3 | ECLECTIC ASSOCIATES INC /ADV | $4.0M | 83,065 | Trimmed |
| 4 | LPL Financial LLC | $3.9M | 81,500 | Trimmed |
| 5 | COLUMBIA ADVISORY PARTNERS LLC | $3.2M | 66,393 | New |
| 6 | CITADEL ADVISORS LLC | $1.9M | 40,762 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 36,129 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $1.5M | 30,603 | Trimmed |
| 9 | FLOW TRADERS U.S. LLC | $1.3M | 27,263 | Added |
| 10 | HF Advisory Group, LLC | $1.1M | 23,061 | Added |
| 11 | OSAIC HOLDINGS, INC. | $1.1M | 22,310 | Added |
| 12 | Kestra Advisory Services, LLC | $958,884 | 20,153 | Trimmed |
| 13 | Prime Capital Investment Advisors, LLC | $813,651 | 17,101 | Added |
| 14 | Insight Advisors, LLC/ PA | $813,475 | 17,097 | Added |
| 15 | WEBSTER BANK, N. A. | $548,311 | 11,524 | Added |
| 16 | Winch Advisory Services, LLC | $481,587 | 10,122 | Added |
| 17 | Bank of New York Mellon Corp | $349,096 | 7,337 | Added |
| 18 | MORGAN STANLEY | $336,248 | 7,067 | Trimmed |
| 19 | Herold Advisors, Inc. | $258,248 | 5,427 | Trimmed |
| 20 | Trilogy Capital Inc. | $215,040 | 4,520 | Trimmed |
| 21 | Royal Bank of Canada | $165,000 | 3,463 | Added |
| 22 | NBC SECURITIES, INC. | $111,717 | 2,348 | Trimmed |
| 23 | Smartleaf Asset Management LLC | $72,097 | 1,518 | Added |
| 24 | JPMORGAN CHASE & CO | $47,068 | 991 | Trimmed |
| 25 | AMERIFLEX GROUP, INC. | $38,183 | 802 | New |
Source: SEC Form 13F filings · as of 2026-03-31