13F Insight
DOSSIER · 13F Holders · Q2 2026
SHAG

WISDOMTREE TR

31 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y808·31 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36M
visible holders
Holders
31
filers reporting
Concentration
18.11%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

31 institutions reported SHAG in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 18.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M136K0.00%Q2 202602
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$5M98K0.53%Q2 202603
LPL Financial LLC
CIK 0001403438
$4M77K0.00%Q2 202604
Private Advisor Group, LLC
CIK 0001567755
$3M65K0.01%Q2 202605
CITADEL ADVISORS LLC
CIK 0001423053
$3M62K0.00%Q2 202606
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$3M55K1.45%Q2 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M43K0.00%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M31K0.00%Q1 202609
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M27K0.04%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M26K0.00%Q2 202611
HF Advisory Group, LLC
CIK 0001963169
$1M24K0.35%Q2 202612
Insight Advisors, LLC/ PA
CIK 0001844880
$917K19K0.16%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$884K19K0.00%Q2 202614
Prime Capital Investment Advisors, LLC
CIK 0001731446
$801K17K0.01%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$621K13K0.00%Q2 202616
WEBSTER BANK, N. A.
CIK 0001105837
$615K13K0.05%Q2 202617
Winch Advisory Services, LLC
CIK 0001585822
$481K10K0.10%Q2 202618
Bank of New York Mellon Corp
CIK 0001390777
$322K7K0.00%Q2 202619
MORGAN STANLEY
CIK 0000895421
$234K5K0.00%Q2 202620
Trilogy Capital Inc.
CIK 0001722512
$207K4K0.01%Q2 2026
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