WisdomTree Trust - SHAG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 117,511 | 5,644 | 0.0% | 0.0% | 1 | -9,696 | -7.62% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 98,080 | 4,710 | 0.0% | 0.0% | 2 | +10,959 | 12.58% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 85,916 | 4,126 | 0.64% | — | 3 | +85,916 | New | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 77,369 | 3,716 | 0.02% | 0.02% | 4 | +3,139 | 4.23% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 63,190 | 3,035 | 0.0% | 0.0% | 5 | +15,402 | 32.23% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,332 | 2,321 | 0.0% | 0.0% | 6 | -9,228 | -16.03% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 45,947 | 2,206 | 0.0% | 0.0% | 7 | -14,382 | -23.84% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 27,022 | 1,298 | 0.04% | 0.04% | 8 | +8,528 | 46.11% | Q4 2025 | Feb 13, 2026 |
| HF Advisory Group, LLC | History | Added to | 22,041 | 1,058 | 0.37% | 0.37% | 9 | +838 | 3.95% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,199 | 970 | 0.0% | 0.01% | 10 | -2,786 | -12.12% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,027 | 817 | 0.01% | 0.01% | 11 | -1,117 | -6.16% | Q4 2025 | Jan 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 16,662 | 800 | 0.12% | 0.12% | 12 | -19 | -0.11% | Q4 2025 | Feb 11, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 10,084 | 484 | 0.05% | 0.04% | 13 | +473 | 4.92% | Q4 2025 | Jan 23, 2026 |
| Winch Advisory Services, LLC | History | Added to | 9,862 | 473 | 0.1% | 0.11% | 14 | +105 | 1.08% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 7,498 | 360 | 0.0% | 0.0% | 15 | -337 | -4.3% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,113 | 341 | 0.0% | 0.0% | 16 | +415 | 6.2% | Q4 2025 | Feb 10, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,741 | 275 | 0.06% | 0.09% | 17 | -1,988 | -25.72% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,535 | 217 | 0.01% | 0.01% | 18 | -102 | -2.2% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,407 | 211 | 0.0% | 0.0% | 19 | -500 | -10.19% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,689 | 129 | 0.01% | 0.01% | 20 | +479 | 21.67% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,797 | 87 | 0.0% | — | 21 | +1,797 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,328 | 63 | 0.0% | 0.0% | 22 | +305 | 29.81% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,151 | 55 | 0.0% | 0.0% | 23 | -215 | -15.74% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 800 | 38 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 416 | 19 | 0.0% | — | 25 | +416 | New | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Added to | 112 | 5 | 0.0% | 0.0% | 26 | +11 | 10.89% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 38 | 1 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -606 | -100.0% | Q3 2025 | Nov 18, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |