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SHAGSHAG
Showing 8 of 27 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

Yes. LPL Financial holds 76,854 shares of SHAG, worth $3.6M, as of its Q2 2026 13F filing. It reduced the position by 4,646 shares (-5.7%) from Q1 2026. LPL Financial has held SHAG since Q4 2019, across 27 quarterly 13F filings.

Current Value

$3.6M

Current Shares

76,854

Total Value Change

-$2.6M

Total Shares Change

-52,326

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
76,854
-5.7%
$3.6M0.0%$47.17
0
2026-Q1
Decreased
81,500
-30.6%
$3.9M0.0%$46.93
0
2025-Q4
Decreased
117,511
-7.6%
$5.6M0.0%$46.86
0
2025-Q3
Decreased
127,207
-8.3%
$6.1M0.0%$46.31
0
2025-Q2
Increased
138,759
+2.6%
$6.6M0.0%$45.72
28
2025-Q1
Increased
135,290
+4.9%
$6.4M0.0%$44.96
29
2024-Q4
Decreased
128,991
-0.1%
$6.1M0.0%$44.09
0
2024-Q3
Increased
129,180
+4.6%
$6.2M0.0%$44.25
28

Other major holders of SHAG: WELLS FARGO & COMPANY/MN, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC

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