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

Evolution 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 Q4	–	Sell	-30	Closed	-$1.44K	–	778
2025 Q3	$1.44K	Hold	30	–	–	﹤0.01%	524
2025 Q2	$1.44K	Buy	+30	New	+$1.43K	﹤0.01%	530

Other funds holding SHAG

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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 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

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

KAS

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

Evolution Wealth Management's SHAG Position: Q4 2025 in Review

Evolution Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2025, closing a stake of 30 shares — an estimated $1.44K sold.

Evolution Wealth Management first reported a position in SHAG in Q2 2025 and held it in 2 quarters. The position peaked at $1.44K in Q3 2025. 30 funds tracked by Wall St. Rank hold SHAG as of Q4 2025.

Evolution Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
Evolution Wealth Management sold 30 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2025, an estimated $1.44K.
Evolution Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2025 and held it in 2 quarters.
Evolution Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.44K in Q3 2025.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.