Wsdmtree YLD En US St AggSHAGETF
13F holders, Q1 2026 (March 31)33holders +3
3new positions
0sold out
1famous investor
$47.58avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Wsdmtree YLD En US St Agg (SHAG) in their 13F filings, up 3 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Bank of America Corp. ($6.1M), Private Advisor Group, LLC ($4.1M) and Eclectic Associates Inc. ($4.0M). 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 (Q1 2026)
- CUSIP
- 97717Y808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.2M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 129,240 shares bought and 90,144 shares sold, net +39,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Bank of America Corp. | 0.00% | Add +30.3% | 127,809 | $6.1M |
| Private Advisor Group, LLC | 0.02% | Add +10.6% | 85,593 | $4.1M |
| Eclectic Associates Inc. | 0.52% | Reduce -3.3% | 83,065 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -30.6% | 81,500 | $3.9M |
| Columbia Advisory Partners LLC | 2.02% | New | 66,393 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -35.5% | 40,762 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.3% | 36,129 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -33.4% | 30,603 | $1.5M |
| Flow Traders U.S. LLC | 0.04% | Add +0.9% | 27,263 | $1.3M |
| HF Advisory Group, LLC | 0.37% | Add +4.6% | 23,061 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +406.2% | 22,310 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 20,153 | $959K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 17,101 | $814K |
| Insight Advisors, LLC/ PA | 0.15% | Add +2.6% | 17,097 | $813K |
| Webster Bank, N. A. | 0.05% | Add +14.3% | 11,524 | $548K |
| Winch Advisory Services, LLC | 0.11% | Add +2.6% | 10,122 | $482K |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 7,337 | $349K |
| Morgan Stanley | 0.00% | Reduce -5.8% | 7,067 | $336K |
| Herold Advisors, Inc. | 0.06% | Reduce -5.5% | 5,427 | $258K |
| Trilogy Capital Inc. | 0.01% | Reduce -0.3% | 4,520 | $215K |
| Royal Bank of Canada | 0.00% | Add +92.7% | 3,463 | $165K |
| Lanark Financial, Inc. | 0.01% | Reduce -12.7% | 2,348 | $112K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.3% | 1,518 | $72K |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.9% | 991 | $47K |
| Ameriflex Group, Inc. | 0.02% | New | 802 | $38K |
| Franklin Resources Inc. | 0.00% | No change | 800 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 606 | $29K |
| International Assets Investment Management, LLC | 0.00% | No change | 416 | $20K |
| UBS Group AG | 0.00% | Add +29.5% | 145 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 11 | $523 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 1 | $69 |
| Wells Fargo & Company | 0.00% | No change | 1 | $32 |
"% 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.