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

Franklin Resources’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	$37.9K	Hold	800	–	–	﹤0.01%	3077
2026 Q1	$38.1K	Hold	800	–	–	﹤0.01%	3032
2025 Q4	$38.4K	Hold	800	–	–	﹤0.01%	2997
2025 Q3	$38.4K	Hold	800	–	–	﹤0.01%	3033
2025 Q2	$38.3K	Buy	800 +600	+300%	+$28.6K	﹤0.01%	2922
2025 Q1	$9.52K	Hold	200	–	–	﹤0.01%	2929
2024 Q4	$9.44K	Hold	200	–	–	﹤0.01%	2882
2024 Q3	$9.53K	Hold	200	–	–	﹤0.01%	2873
2024 Q2	$9.39K	Hold	200	–	–	﹤0.01%	2816
2024 Q1	$9.42K	Hold	200	–	–	﹤0.01%	2832
2023 Q4	$9.47K	Hold	200	–	–	﹤0.01%	2601
2023 Q3	$9.26K	Hold	200	–	–	﹤0.01%	2628
2023 Q2	$9.33K	Hold	200	–	–	﹤0.01%	2698
2023 Q1	$9.43K	Hold	200	–	–	﹤0.01%	2283
2022 Q4	$9.33K	Buy	+200	New	+$9.29K	﹤0.01%	2308

Other funds holding SHAG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HAG

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

Franklin Resources's SHAG Position: Q2 2026 in Review

Franklin Resources held its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) position steady in Q2 2026 at 800 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

Franklin Resources first reported a position in SHAG in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.4K in Q4 2025. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Franklin Resources held 800 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $37.9K as of Q2 2026.
Franklin Resources left its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #3077 holding.
Franklin Resources first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and has held it in 15 quarters since.
Franklin Resources's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $38.4K in Q4 2025.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.