AE Wealth Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

AE Wealth Management’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
2025 Q2	–	Sell	-24	Closed	-$1.14K	–	2253
2025 Q1	$1.14K	Hold	24	–	–	﹤0.01%	2065
2024 Q4	$1.13K	Buy	+24	New	+$1.14K	﹤0.01%	2035
2019 Q2	–	Sell	-11,572	Closed	-$575K	–	998
2019 Q1	$575K	Buy	+11,572	New	+$570K	0.04%	312

Other funds holding SHAG

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HAG

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

AE Wealth Management's SHAG Position: Q2 2025 in Review

AE Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2025, closing a stake of 24 shares — an estimated $1.14K sold.

AE Wealth Management first reported a position in SHAG in Q1 2019 and held it in 3 quarters. The position peaked at $575K in Q1 2019. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2025.

AE Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 24 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2025, an estimated $1.14K.
AE Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2019 and held it in 3 quarters.
AE Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $575K in Q1 2019.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.