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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
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

HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Eclectic Associates's SHAG Position: Q2 2026 in Review

Eclectic Associates increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 17% in Q2 2026, buying an estimated $691K and bringing the position to 97,596 shares worth $4.62M. The position accounts for 0.53% of the portfolio, ranked #36.

Eclectic Associates first reported a position in SHAG in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • Eclectic Associates held 97,596 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $4.62M as of Q2 2026.
  • Eclectic Associates bought 14,531 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $691K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.53% of Eclectic Associates's portfolio in Q2 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 3 quarters since.
  • 4 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.