Advisory Services Network’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Advisory Services Network’s Portfolio SHAG Stock Details SHAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-606	Closed	-$28.8K	–	4221
2026 Q1	$28.8K	Buy	+606	New	+$29.1K	﹤0.01%	2970
2025 Q4	–	Sell	-606	Closed	-$29.1K	–	3850
2025 Q3	$29.1K	Buy	+606	New	+$29K	﹤0.01%	2768
2024 Q1	–	Sell	-606	Closed	-$28.7K	–	3296
2023 Q4	$28.7K	Buy	+606	New	+$28.2K	﹤0.01%	2321
2023 Q2	–	Sell	-1,670	Closed	-$78.8K	–	3299
2023 Q1	$78.8K	Buy	1,670 +685	+70%	+$32.2K	﹤0.01%	1781
2022 Q4	$46K	Buy	+985	New	+$45.8K	﹤0.01%	2013

Other funds holding SHAG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Advisory Services Network's SHAG Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2026, closing a stake of 606 shares — an estimated $28.8K sold.

Advisory Services Network first reported a position in SHAG in Q4 2022 and held it in 5 quarters. The position peaked at $78.8K in Q1 2023. 29 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 606 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $28.8K.
Advisory Services Network first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and held it in 5 quarters.
Advisory Services Network's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $78.8K in Q1 2023.
29 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.