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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 127,809 | 6,081 | 0.0% | 0.0% | 1 | +29,729 | 30.31% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 85,593 | 4,072 | 0.02% | 0.02% | 2 | +8,224 | 10.63% | Q1 2026 | Apr 24, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 83,065 | 3,952 | 0.52% | 0.64% | 3 | -2,851 | -3.32% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Reduced | 81,500 | 3,877 | 0.0% | 0.0% | 4 | -36,011 | -30.64% | Q1 2026 | May 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 66,393 | 3,158 | 2.02% | — | 5 | +66,393 | New | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,762 | 1,939 | 0.0% | 0.0% | 6 | -22,428 | -35.49% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 36,129 | 1,719 | 0.0% | 0.0% | 7 | -12,203 | -25.25% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,603 | 1,456 | 0.0% | 0.0% | 8 | -15,344 | -33.39% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 27,263 | 1,297 | 0.04% | 0.04% | 9 | +241 | 0.89% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 23,061 | 1,097 | 0.37% | 0.37% | 10 | +1,020 | 4.63% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,310 | 1,061 | 0.0% | 0.0% | 11 | +17,903 | 406.24% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,153 | 958 | 0.0% | 0.0% | 12 | -46 | -0.23% | Q1 2026 | Apr 30, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 17,097 | 813 | 0.15% | 0.12% | 14 | +435 | 2.61% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,101 | 813 | 0.01% | 0.01% | 13 | +74 | 0.43% | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 11,524 | 548 | 0.05% | 0.05% | 15 | +1,440 | 14.28% | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | Added to | 10,122 | 481 | 0.11% | 0.1% | 16 | +260 | 2.64% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,337 | 349 | 0.0% | 0.0% | 17 | +224 | 3.15% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 7,067 | 336 | 0.0% | 0.0% | 18 | -431 | -5.75% | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,427 | 258 | 0.06% | 0.06% | 19 | -314 | -5.47% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,520 | 215 | 0.01% | 0.01% | 20 | -15 | -0.33% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,463 | 165 | 0.0% | 0.0% | 21 | +1,666 | 92.71% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,348 | 111 | 0.01% | 0.01% | 22 | -341 | -12.68% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,518 | 72 | 0.0% | 0.0% | 23 | +190 | 14.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 991 | 47 | 0.0% | 0.0% | 24 | -160 | -13.9% | Q1 2026 | May 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 802 | 38 | 0.02% | — | 26 | +802 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 800 | 38 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 669 | 31 | 0.0% | — | 27 | +669 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 606 | 28 | 0.0% | — | 28 | +606 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 416 | 19 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 145 | 6 | 0.0% | 0.0% | 30 | +33 | 29.46% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 38 | 1 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |