Wsdmtree YLD En US St AggSHAGETF
13F holders, Q2 2026 (June 30)29holders −4
0new positions
5sold out
1famous investor
$47.32avg. 13F price*
At the end of Q2 2026, 29 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, down 4 from Q1 2026. 0 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($6.4M), Eclectic Associates Inc. ($4.6M) and LPL Financial LLC ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wsdmtree YLD En US St Agg
- Filed as
- WISDOMTREE TR (Q2 2026)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 5 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 92,449 shares bought and 76,312 shares sold, net +16,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Bank of America Corp. | 0.00% | Add +6.4% | 136,039 | $6.4M |
| Eclectic Associates Inc. | 0.53% | Add +17.5% | 97,596 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 76,854 | $3.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -24.6% | 64,570 | $3.1M |
| Citadel Advisors | 0.00% | Add +53.0% | 62,385 | $3.0M |
| Columbia Advisory Partners LLC | 1.45% | Reduce -16.5% | 55,437 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +76.2% | 53,913 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +17.8% | 42,562 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +17.1% | 26,115 | $1.2M |
| HF Advisory Group, LLC | 0.35% | Add +4.5% | 24,096 | $1.1M |
| Insight Advisors, LLC/ PA | 0.16% | Add +13.3% | 19,378 | $917K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.3% | 18,671 | $884K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.0% | 16,933 | $801K |
| Royal Bank of Canada | 0.00% | Add +279.1% | 13,127 | $621K |
| Webster Bank, N. A. | 0.05% | Add +12.8% | 12,993 | $615K |
| Winch Advisory Services, LLC | 0.10% | Add +0.4% | 10,166 | $481K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.4% | 6,795 | $322K |
| Morgan Stanley | 0.00% | Reduce -30.0% | 4,949 | $234K |
| Trilogy Capital Inc. | 0.01% | Reduce -3.3% | 4,372 | $207K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,518 | $72K |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 1,015 | $48K |
| Lanark Financial, Inc. | 0.00% | Reduce -58.4% | 976 | $46K |
| Ameriflex Group, Inc. | 0.02% | No change | 802 | $38K |
| Franklin Resources Inc. | 0.00% | No change | 800 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $521 |
| Planning Strategies Inc. | 0.00% | — | 8 | $379 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $69 |
| Wells Fargo & Company | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is SHAG's weight in each manager's 13F, not the share of Wsdmtree YLD En US St Agg the manager owns.