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WISDOMTREE TR
Ticker: SHAG
CUSIP: 97717Y808
Class: YIELD ENHANCED
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
LPL Financial LLC
117,511
$5,644
BANK OF AMERICA CORP /DE/
98,080
$4,711
ECLECTIC ASSOCIATES INC /ADV
85,916
$4,127
Private Advisor Group, LLC
77,369
$3,716
CITADEL ADVISORS LLC
63,190
$3,035
SUSQUEHANNA INTERNATIONAL GROUP, LLP
48,332
$2,321
JANE STREET GROUP, LLC
45,947
$2,207
FLOW TRADERS U.S. LLC
27,022
$1
HF Advisory Group, LLC
22,041
$1,059
Kestra Advisory Services, LLC
20,199
$970
Prime Capital Investment Advisors, LLC
17,027
$818
Insight Advisors, LLC/ PA
16,662
$800
WEBSTER BANK, N. A.
10,084
$484
Winch Advisory Services, LLC
9,862
$474
MORGAN STANLEY
7,498
$360
Bank of New York Mellon Corp
7,113
$342
Herold Advisors, Inc.
5,741
$276
Trilogy Capital Inc.
4,535
$218
OSAIC HOLDINGS, INC.
4,407
$212
NBC SECURITIES, INC.
2,689
$129
ROYAL BANK OF CANADA
1,797
$87
Smartleaf Asset Management LLC
1,328
$64
JPMORGAN CHASE & CO
1,151
$55
FRANKLIN RESOURCES INC
800
$38
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
416
$20
UBS Group AG
112
$5
CREATIVE FINANCIAL DESIGNS INC /ADV
38
$2
CoreCap Advisors, LLC
11
$1
WELLS FARGO & COMPANY/MN
1
$0
Smallwood Wealth Investment Management, LLC
1
$0
Total (30 institutions)
696,880
$32,175