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 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%	+$32.1K	﹤0.01%	1781
2022 Q4	$46K	Buy	+985	New	+$45.8K	﹤0.01%	2013

Other funds holding SHAG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Advisory Services Network's SHAG Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2026: 606 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #2970 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SHAG as recently as Q3 2025.

Advisory Services Network first reported a position in SHAG in Q4 2022 and has held it in 5 quarters since. The position peaked at $78.8K in Q1 2023. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2026.

Advisory Services Network held 606 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $28.8K as of Q1 2026.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund was a new Advisory Services Network position in Q1 2026.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2970 holding.
Advisory Services Network first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and has held it in 5 quarters since.
Advisory Services Network's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $78.8K in Q1 2023.
33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.