CoreCap Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

CoreCap Advisors’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 Q3	$510	Hold	11	–	–	﹤0.01%	2801
2026 Q2	$521	Hold	11	–	–	﹤0.01%	2851
2026 Q1	$523	Hold	11	–	–	﹤0.01%	2643
2025 Q4	$528	Hold	11	–	–	﹤0.01%	2700
2025 Q3	$528	Hold	11	–	–	﹤0.01%	2564
2025 Q2	$527	Hold	11	–	–	﹤0.01%	2501
2025 Q1	$524	Hold	11	–	–	﹤0.01%	2678
2024 Q4	$519	Hold	11	–	–	﹤0.01%	2492
2024 Q3	$528	Hold	11	–	–	﹤0.01%	2358
2024 Q2	$516	Hold	11	–	–	﹤0.01%	1447
2024 Q1	$518	Buy	+11	New	+$519	﹤0.01%	2324
2022 Q4	$513	Buy	+11	New	+$511	﹤0.01%	2162
2022 Q3	–	Sell	-11	Closed	-$1K	–	1810
2022 Q2	$1K	Buy	+11	New	+$526	﹤0.01%	2055
2022 Q1	–	Sell	-11	Closed	-$1K	–	1811
2021 Q4	$1K	Buy	+11	New	+$558	﹤0.01%	2231

Other funds holding SHAG

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

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

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

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

CoreCap Advisors's SHAG Position: Q3 2026 in Review

CoreCap Advisors held its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) position steady in Q3 2026 at 11 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

CoreCap Advisors first reported a position in SHAG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1K in Q2 2022. 11 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

CoreCap Advisors held 11 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $510 as of Q3 2026.
CoreCap Advisors left its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund share count unchanged in Q3 2026.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2801 holding.
CoreCap Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1K in Q2 2022.
11 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.