HA
SHAG icon

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

Herold 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
Q2 		– Sell
-5,427
Closed -$258K – 280
2026
Q1 		$258K Sell
5,427
-314
-5% -$15.1K 0.06% 226
2025
Q4 		$276K Sell
5,741
-1,988
-26% -$95.6K 0.06% 215
2025
Q3 		$371K Buy
7,729
+500
+7% +$23.9K 0.09% 182
2025
Q2 		$346K Hold
7,229
– – 0.07% 218
2025
Q1 		$344K Sell
7,229
-993
-12% -$47.1K 0.08% 205
2024
Q4 		$388K Hold
8,222
– – 0.08% 198
2024
Q3 		$394K Sell
8,222
-877
-10% -$41.8K 0.09% 205
2024
Q2 		$427K Sell
9,099
-198
-2% -$9.29K 0.1% 195
2024
Q1 		$438K Sell
9,297
-478
-5% -$22.6K 0.11% 192
2023
Q4 		$463K Buy
9,775
+3
+0% +$140 0.13% 164
2023
Q3 		$452K Sell
9,772
-2,008
-17% -$93.5K 0.14% 166
2023
Q2 		$549K Buy
11,780
+5,274
+81% +$248K 0.17% 145
2023
Q1 		$307K Buy
6,506
+573
+10% +$26.9K 0.11% 180
2022
Q4 		$277K Buy
+5,933
New +$276K 0.12% 167

Other funds holding SHAG

EA
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
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 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
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Herold Advisors's SHAG Position: Q2 2026 in Review

Herold Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2026, closing a stake of 5,427 shares — an estimated $258K sold.

Herold Advisors first reported a position in SHAG in Q4 2022 and held it in 14 quarters. The position peaked at $549K in Q2 2023. 12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • Herold Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Herold Advisors sold 5,427 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $258K.
  • Herold Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and held it in 14 quarters.
  • Herold Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $549K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.