Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (SHAG)

33 + Investors. Track Smart Money conviction in SHAG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SHAG

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SHAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
33 funds currently hold this stock — 85% of the 3.0-year high of 39 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SHAG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

16 buying12 selling
Last quarter: 16 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 9% medium ■ 15% new
25 out of 33 hedge funds have held SHAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

5 → 2 → 4 → 2 → 4 new funds/Q
New funds entering each quarter: 2 → 4 → 2 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 82% veterans vs 18% newcomers

■ 82% veterans ■ 0% 1-2yr ■ 18% new
Entry-cohort mix of 33 holders: 27 (82%) are 2+ year veterans, 0 entered 1–2 years ago, and 6 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
11 of 33 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SHAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHAG

In 2026 Q1, 16 hedge funds were net buyers of SHAG (4 opened a new position, 12 added to an existing one), while 12 reduced or exited (11 trimmed, 1 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 47% of total institutional value in SHAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: SHAG

How many hedge funds hold SHAG — quarterly history vs. share price
Quarterly hedge fund ownership of SHAG vs. share price

Market Analysis: SHAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHAG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SHAG
2026 Q2 Stats Unlock in 1 days 33 + Investors

Track Smart Money conviction in SHAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 30 10.0%
13F Shares 736K 710K 3.68%
Total Value $34M $33M 0.66%
New Positions 4 2 +2
Increased Positions 12 11 +1
Closed Positions 1 2 -1
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHAG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHAG. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SHAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Columbia Advisory Partners LLC 1.45% 55,437 $2.6M
2 Eclectic Associates Inc /Adv 0.53% 97,596 $4.6M
3 HF Advisory Group, LLC 0.35% 24,096 $1.1M
4 Insight Advisors, LLC/ PA 0.16% 19,378 $917K
5 Winch Advisory Services, LLC 0.10% 10,166 $481K
6 Webster Bank, N. A. 0.05% 12,993 $615K
7 Ameriflex Group, INC. 0.02% 802 $38K
8 Private Advisor Group, LLC 0.01% 64,570 $3.1M
9 Trilogy Capital Inc. 0.01% 4,372 $207K
10 Prime Capital Investment Advisors, LLC 0.01% 16,933 $801K
11 Lanark Financial, INC. 0.00% 976 $46K
12 Kestra Advisory Services, LLC 0.00% 18,671 $884K
13 Smartleaf Asset Management LLC 0.00% 1,518 $72K
14 Osaic Holdings, INC. 0.00% 26,115 $1.2M
15 LPL Financial LLC 0.00% 76,854 $3.6M
16 Bank of America Corp /de/ 0.00% 136,039 $6.4M
17 Citadel Advisors LLC 0.00% 62,385 $3.0M
18 Jane Street Group, LLC 0.00% 53,913 $2.6M
19 Susquehanna International Group, LLP 0.00% 42,562 $2.0M
20 Royal Bank of Canada 0.00% 13,127 $621K
21 Creative Financial Designs Inc /Adv 0.00% 38 $2K
22 Integrated Wealth Concepts LLC 0.00% 273 $13K
23 Mercer Global Advisors Inc /Adv 0.00% 1,015 $48K
24 Smallwood Wealth Investment Management, LLC 0.00% 1 —
25 CoreCap Advisors, LLC 0.00% 11 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (SHAG)

What does the Smart Money Trend signal show for SHAG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SHAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHAG?

Slight buying edge — 57% buying: Last quarter: 16 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHAG holders?

Elite ownership — 47% AUM from top-100 funds: 11 of 33 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SHAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHAG?

76% of holders stayed for 2+ years: 25 out of 33 hedge funds have held SHAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →