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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Factor Wealth Management LTD | History | New | 431,089 | 19,987 | 3.06% | — | 1 | +431,089 | New | Q3 2026 | Oct 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 136,039 | 6,437 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 97,437 | 4,517 | 0.5% | 0.53% | 3 | -159 | -0.16% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 76,854 | 3,636 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 64,570 | 3,055 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 62,385 | 2,952 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 53,913 | 2,551 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 42,562 | 2,014 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,115 | 1,235 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 25,746 | 1,193 | 0.36% | 0.35% | 10 | +1,650 | 6.85% | Q3 2026 | Oct 09, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 21,072 | 977 | 0.17% | 0.16% | 11 | +1,694 | 8.74% | Q3 2026 | Oct 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 16,459 | 763 | 0.01% | 0.01% | 12 | -474 | -2.8% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,109 | 654 | 0.0% | 0.0% | 13 | -4,562 | -24.43% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,127 | 621 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 12,993 | 614 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Winch Advisory Services, LLC | History | No change | 10,166 | 481 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,815 | 315 | 0.0% | 0.0% | 17 | +20 | 0.29% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 4,949 | 234 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | No change | 4,372 | 202 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,518 | 71 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,015 | 48 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 800 | 37 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 802 | 37 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 540 | 25 | 0.0% | 0.0% | 24 | -436 | -44.67% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 38 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 1.45% | — | -55,437 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Heritage Family Offices, LLP | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Nov 02, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Planning Strategies Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |