WisdomTree Trust - SHAG

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$52.89M
QoQ value delta ($000)
+$17.31M (+48.66%)
Implied price effect (QoQ)
-1.06%
Shares
Total shares
1,130,048
QoQ shares delta
+377,927 (+50.25%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SHAG)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 9 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Factor Wealth Management LTD 19,987 431,089 3.06%
BANK OF AMERICA CORP /DE/ 6,437 136,039 0.0%
ECLECTIC ASSOCIATES INC /ADV 4,517 97,437 0.5%
LPL Financial LLC 3,636 76,854 0.0%
Private Advisor Group, LLC 3,055 64,570 0.01%
CITADEL ADVISORS LLC 2,952 62,385 0.0%
JANE STREET GROUP, LLC 2,551 53,913 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,014 42,562 0.0%
OSAIC HOLDINGS, INC. 1,235 26,115 0.0%
HF Advisory Group, LLC 1,193 25,746 0.36%
Insight Advisors, LLC/ PA 977 21,072 0.17%
Kestra Advisory Services, LLC 883 18,671 0.0%
Prime Capital Investment Advisors, LLC 763 16,459 0.01%
ROYAL BANK OF CANADA 621 13,127 0.0%
WEBSTER BANK, N. A. 614 12,993 0.05%
Winch Advisory Services, LLC 481 10,166 0.1%
Bank of New York Mellon Corp 321 6,795 0.0%
MORGAN STANLEY 234 4,949 0.0%
Trilogy Capital Inc. 202 4,372 0.01%
Smartleaf Asset Management LLC 71 1,518 0.0%
JPMORGAN CHASE & CO 48 1,015 0.0%
FRANKLIN RESOURCES INC 37 800 0.0%
AMERIFLEX GROUP, INC. 37 802 0.02%
LANARK FINANCIAL, INC. 25 540 0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV 1 38 0.0%