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

Eclectic Associates’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	$4.52M	Sell	97,437 -159	-0.2%	-$7.49K	0.5%	36
2026 Q2	$4.62M	Buy	97,596 +14,531	+17%	+$691K	0.53%	36
2026 Q1	$3.95M	Sell	83,065 -2,851	-3%	-$137K	0.52%	39
2025 Q4	$4.13M	Buy	+85,916	New	+$4.13M	0.64%	34

Other funds holding SHAG

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

HAG

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Eclectic Associates's SHAG Position: Q3 2026 in Review

Eclectic Associates reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 0.16% in Q3 2026, selling an estimated $7.49K and leaving 97,437 shares worth $4.52M. The position accounts for 0.5% of the portfolio, ranked #36.

Eclectic Associates first reported a position in SHAG in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.62M in Q2 2026. 5 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

Eclectic Associates held 97,437 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $4.52M as of Q3 2026.
Eclectic Associates sold 159 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2026, an estimated $7.49K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.5% of Eclectic Associates's portfolio in Q3 2026, its #36 holding.
Eclectic Associates first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
Eclectic Associates's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $4.62M in Q2 2026.
5 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.