WISDOMTREE TR (SHAG): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (SHAG)

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

Smart Money Signals — SHAG

Based on 30 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 77% of 3.0Y peak

77% of all-time peak

30 funds currently hold this stock — 77% 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.

🟠

More sellers than buyers — 48% buying

13 buying14 selling

Last quarter: 14 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 2 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

87% of holders stayed for 2+ years

■ 87% conviction (2yr+) ■ 3% medium ■ 10% new

26 out of 30 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 — ~2 new funds/quarter

2 → 5 → 2 → 4 → 2 new funds/Q

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

🏛️

Deep conviction — 87% of holders stayed 2+ years

■ 87% veterans ■ 3% 1-2yr ■ 10% new

Of 30 current holders: 26 (87%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

9 of 30 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

2.2

out of 10

Low Exit Risk

Exit risk score 2.2/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	30	30	-
13F Shares	710K	611K	16.12%
Total Value	$33M	$29M	14.23%
New Positions	2	4	-2
Increased Positions	11	13	-2
Closed Positions	2	3	-1
Reduced Positions	12	9	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13F Shares

710K

611K

16.12%

Total Value

$33M

$29M

14.23%

New Positions

-2

Increased Positions

-2

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

30 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 13 institutional holders of SHAG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	COLUMBIA ADVISORY PARTNERS LLC	2.02%	66,393	$3.2M
2	ECLECTIC ASSOCIATES INC /ADV	0.52%	83,065	$4.0M
3	HF Advisory Group, LLC	0.37%	23,061	$1.1M
4	Winch Advisory Services, LLC	0.11%	10,122	$482K
5	WEBSTER BANK, N. A.	0.05%	11,524	$548K
6	Private Advisor Group, LLC	0.02%	85,593	$4.1M
7	Trilogy Capital Inc.	0.01%	4,520	$215K
8	NBC SECURITIES, INC.	0.01%	2,348	$112K
9	Kestra Advisory Services, LLC	0.00%	20,153	$959K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	416	$20K
11	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	38	$2K
12	Smallwood Wealth Investment Management, LLC	0.00%	1	—
13	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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SHAG?

More sellers than buyers — 48% buying: Last quarter: 14 funds reduced or exited vs 13 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SHAG holders?

Strong quality — 34% AUM from major funds: 9 of 30 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHAG?

87% of holders stayed for 2+ years: 26 out of 30 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.

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WISDOMTREE TR (SHAG)

Smart Money Signals — SHAG

No change last quarter

High ownership — 77% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 48% buying

Steady new buyers — ~2 new funds per quarter

87% of holders stayed for 2+ years

Steady discovery — ~2 new funds/quarter

Deep conviction — 87% of holders stayed 2+ years

Strong quality — 34% AUM from major funds

Hedge Fund Ownership: SHAG

Market Analysis: SHAG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHAG

Hedge Fund Positioning: SHAG

Statistics: SHAG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (SHAG)

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