Insight Advisors
SHAG icon

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

Insight 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
Q3 		$977K Buy
21,072
+1,694
+9% +$79.8K 0.17% 83
2026
Q2 		$917K Buy
19,378
+2,281
+13% +$108K 0.16% 89
2026
Q1 		$813K Buy
17,097
+435
+3% +$20.9K 0.15% 93
2025
Q4 		$800K Sell
16,662
-19
-0.1% -$914 0.12% 109
2025
Q3 		$800K Buy
16,681
+391
+2% +$18.7K 0.12% 115
2025
Q2 		$780K Buy
16,290
+49
+0.3% +$2.33K 0.13% 108
2025
Q1 		$773K Buy
16,241
+3,778
+30% +$179K 0.13% 104
2024
Q4 		$588K Buy
12,463
+62
+0.5% +$2.94K 0.1% 137
2024
Q3 		$595K Buy
12,401
+973
+9% +$46.4K 0.1% 139
2024
Q2 		$536K Buy
11,428
+793
+7% +$37.2K 0.1% 144
2024
Q1 		$501K Sell
10,635
-529
-5% -$25K 0.1% 160
2023
Q4 		$528K Buy
11,164
+12
+0.1% +$559 0.11% 135
2023
Q3 		$516K Buy
11,152
+26
+0.2% +$1.21K 0.12% 133
2023
Q2 		$519K Sell
11,126
-69
-0.6% -$3.25K 0.12% 132
2023
Q1 		$528K Buy
11,195
+23
+0.2% +$1.08K 0.12% 131
2022
Q4 		$522K Sell
11,172
-254
-2% -$11.8K 0.18% 147
2022
Q3 		$528K Buy
11,426
+443
+4% +$21K 0.21% 126
2022
Q2 		$527K Buy
10,983
+1,738
+19% +$83.1K 0.18% 145
2022
Q1 		$448K Sell
9,245
-1,180
-11% -$58.4K 0.13% 193
2021
Q4 		$527K Sell
10,425
-43
-0.4% -$2.18K 0.16% 165
2021
Q3 		$533K Sell
10,468
-1,185
-10% -$60.7K 0.16% 166
2021
Q2 		$599K Sell
11,653
-756
-6% -$38.7K 0.19% 143
2021
Q1 		$634K Buy
12,409
+1,151
+10% +$59K 0.2% 133
2020
Q4 		$579K Buy
+11,258
New +$580K 0.22% 118

Other funds holding SHAG

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM

Insight Advisors's SHAG Position: Q3 2026 in Review

Insight Advisors increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 8.7% in Q3 2026, buying an estimated $79.8K and bringing the position to 21,072 shares worth $977K. The position accounts for 0.17% of the portfolio, ranked #83.

Insight Advisors first reported a position in SHAG in Q4 2020 and has held it in 24 quarters since. 8 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

  • Insight Advisors held 21,072 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $977K as of Q3 2026.
  • Insight Advisors bought 1,694 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2026, an estimated $79.8K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.17% of Insight Advisors's portfolio in Q3 2026, its #83 holding.
  • Insight Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2020 and has held it in 24 quarters since.
  • 8 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.