HF Advisory Group’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

HF Advisory Group’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	$1.19M	Buy	25,746 +1,650	+7%	+$77.7K	0.36%	86
2026 Q2	$1.14M	Buy	24,096 +1,035	+4%	+$49.2K	0.35%	93
2026 Q1	$1.1M	Buy	23,061 +1,020	+5%	+$48.9K	0.37%	90
2025 Q4	$1.06M	Buy	22,041 +838	+4%	+$40.3K	0.37%	92
2025 Q3	$1.02M	Buy	21,203 +1,031	+5%	+$49.4K	0.37%	91
2025 Q2	$966K	Sell	20,172 -786	-4%	-$37.4K	0.38%	94
2025 Q1	$998K	Buy	20,958 +993	+5%	+$47.1K	0.44%	92
2024 Q4	$942K	Buy	19,965 +1,757	+10%	+$83.4K	0.43%	86
2024 Q3	$874K	Buy	18,208 +736	+4%	+$35.1K	0.41%	91
2024 Q2	$820K	Buy	17,472 +2,291	+15%	+$107K	0.42%	86
2024 Q1	$715K	Buy	15,181 +1,263	+9%	+$59.6K	0.4%	88
2023 Q4	$659K	Sell	13,918 -23,850	-63%	-$1.11M	0.42%	87
2023 Q3	$1.74M	Buy	37,768 +664	+2%	+$30.9K	1.29%	16
2023 Q2	$1.73M	Buy	37,104 +3,405	+10%	+$160K	1.37%	16
2023 Q1	$1.59M	Buy	33,699 +4,985	+17%	+$234K	1.41%	16
2022 Q4	$1.34M	Buy	+28,714	New	+$1.33M	1.35%	16

Other funds holding SHAG

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

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

Planning Strategies Lancaster, Pennsylvania $169M AUM

HF Advisory Group's SHAG Position: Q3 2026 in Review

HF Advisory Group increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 6.8% in Q3 2026, buying an estimated $77.7K and bringing the position to 25,746 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #86.

HF Advisory Group first reported a position in SHAG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q3 2023. 11 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

HF Advisory Group held 25,746 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $1.19M as of Q3 2026.
HF Advisory Group bought 1,650 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2026, an estimated $77.7K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.36% of HF Advisory Group's portfolio in Q3 2026, its #86 holding.
HF Advisory Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.74M in Q3 2023.
11 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.