DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (SHAG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
29
Reporting holders
$35.6M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $6.4M | 136,039 | 0.00% | 31q | +6.4%+$389.5K |
| ECLECTIC ASSOCIATES INC /ADV | $4.6M | 97,596 | 0.53% | 3q | +17.5%+$687.6K |
| LPL Financial LLC | $3.6M | 76,854 | 0.00% | 27q | -5.7%-$219.9K |
| Private Advisor Group, LLC | $3.1M | 64,570 | 0.01% | 21q | -24.6%-$994.9K |
| CITADEL ADVISORS LLC | $3.0M | 62,385 | 0.00% | 10q | +53.0%+$1.0M |
| COLUMBIA ADVISORY PARTNERS LLC | $2.6M | 55,437 | 1.45% | 2q | -16.5%-$518.5K |
| JANE STREET GROUP, LLC | $2.6M | 53,913 | 0.00% | 20q | +76.2%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 42,562 | 0.00% | 4q | +17.8%+$304.4K |
| OSAIC HOLDINGS, INC. | $1.2M | 26,115 | 0.00% | 26q | +17.1%+$180.0K |
| HF Advisory Group, LLC | $1.1M | 24,096 | 0.35% | 15q | +4.5%+$49.0K |
| Insight Advisors, LLC/ PA | $917.0K | 19,378 | 0.16% | 23q | +13.3%+$107.9K |
| Kestra Advisory Services, LLC | $883.5K | 18,671 | 0.00% | 14q | -7.4%-$70.1K |
| Prime Capital Investment Advisors, LLC | $801.3K | 16,933 | 0.01% | 13q | -1.0%-$8.0K |
| ROYAL BANK OF CANADA | $621.0K | 13,127 | 0.00% | 19q | +279.1%+$457.2K |
| WEBSTER BANK, N. A. | $614.9K | 12,993 | 0.05% | 29q | +12.7%+$69.5K |
| Winch Advisory Services, LLC | $481.1K | 10,166 | 0.10% | 31q | HELD |
| Bank of New York Mellon Corp | $321.6K | 6,795 | 0.00% | 14q | -7.4%-$25.6K |
| MORGAN STANLEY | $234.2K | 4,949 | 0.00% | 28q | -30.0%-$100.2K |
| Trilogy Capital Inc. | $206.9K | 4,372 | 0.01% | 19q | -3.3%-$7.0K |
| Smartleaf Asset Management LLC | $71.9K | 1,518 | 0.00% | 11q | HELD |
| JPMORGAN CHASE & CO | $48.1K | 1,015 | 0.00% | 12q | +2.4%+$1.1K |
| LANARK FINANCIAL, INC. | $46.2K | 976 | 0.00% | 12q | -58.4%-$64.9K |
| AMERIFLEX GROUP, INC. | $38.0K | 802 | 0.02% | 2q | HELD |
| FRANKLIN RESOURCES INC | $37.9K | 800 | 0.00% | 15q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.8K | 38 | 0.00% | 18q | HELD |
| CoreCap Advisors, LLC | $521 | 11 | 0.00% | 10q | HELD |
| Planning Strategies Inc. | $379 | 8 | 0.00% | new | FIRST |
| Smallwood Wealth Investment Management, LLC | $69 | 1 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $34 | 1 | 0.00% | 30q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $27.7M | 596,734 | 1 | 2 | 2 | 0.0% |
| Q2 2026 | 29 | $35.6M | 752,121 | 0 | 11 | 9 | 0.0% |
| Q1 2026 | 33 | $35.0M | 735,976 | 3 | 12 | 9 | 0.0% |
| Q4 2025 | 30 | $33.5M | 696,880 | 2 | 11 | 11 | 0.0% |
| Q3 2025 | 30 | $29.4M | 612,395 | 3 | 11 | 11 | 0.0% |
| Q2 2025 | 30 | $25.9M | 540,986 | 1 | 11 | 9 | 0.0% |
| Q1 2025 | 33 | $24.1M | 505,399 | 5 | 13 | 7 | 0.0% |
| Q4 2024 | 30 | $19.8M | 419,303 | 2 | 6 | 14 | 0.0% |
| Q3 2024 | 36 | $28.0M | 583,289 | 1 | 14 | 11 | 0.0% |
| Q2 2024 | 39 | $29.3M | 624,697 | 1 | 15 | 14 | 0.0% |
| Q1 2024 | 41 | $29.8M | 631,932 | 5 | 10 | 15 | 0.0% |
| Q4 2023 | 41 | $92.1M | 1,946,185 | 3 | 8 | 14 | 0.0% |
| Q3 2023 | 39 | $85.9M | 1,855,455 | 4 | 8 | 16 | 0.0% |
| Q2 2023 | 40 | $85.0M | 1,818,034 | 4 | 14 | 15 | 0.0% |
| Q1 2023 | 40 | $88.3M | 1,871,676 | 6 | 12 | 12 | 0.0% |
| Q4 2022 | 39 | $41.6M | 954,157 | 7 | 9 | 15 | 0.0% |
| Q3 2022 | 34 | $72.5M | 1,568,401 | 3 | 5 | 12 | 0.0% |
| Q2 2022 | 40 | $91.3M | 1,918,364 | 6 | 9 | 18 | 0.0% |
| Q1 2022 | 43 | $120.1M | 2,474,534 | 4 | 8 | 20 | 0.0% |
| Q4 2021 | 42 | $136.6M | 2,705,892 | 4 | 10 | 11 | 0.0% |
| Q3 2021 | 35 | $115.1M | 2,256,241 | 6 | 8 | 12 | 0.0% |
| Q2 2021 | 31 | $102.7M | 2,010,201 | 6 | 9 | 12 | 0.0% |
| Q1 2021 | 32 | $94.3M | 1,849,811 | 2 | 11 | 10 | 0.0% |
| Q4 2020 | 37 | $97.7M | 1,898,855 | 6 | 15 | 7 | 0.0% |
| Q3 2020 | 28 | $57.9M | 1,125,037 | 6 | 8 | 4 | 0.0% |
| Q2 2020 | 24 | $45.8M | 889,867 | 7 | 6 | 7 | 0.0% |
| Q1 2020 | 21 | $61.3M | 1,222,561 | 1 | 9 | 7 | 0.0% |
| Q4 2019 | 25 | $46.0M | 914,985 | 4 | 9 | 8 | 0.0% |
| Q3 2019 | 22 | $28.5M | 565,085 | 5 | 9 | 7 | 0.0% |
| Q2 2019 | 21 | $27.5M | 547,313 | 7 | 10 | 3 | 0.0% |
| Q1 2019 | 19 | $23.0M | 462,519 | 7 | 4 | 3 | 0.0% |
| Q4 2018 | 15 | $30.2M | 618,158 | 0 | 0 | 0 | 0.0% |