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

Jeff Yass’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	$2.01M	Buy	42,562 +6,433	+18%	+$306K	﹤0.01%	6469
2026 Q1	$1.72M	Sell	36,129 -12,203	-25%	-$585K	﹤0.01%	6531
2025 Q4	$2.32M	Sell	48,332 -9,228	-16%	-$444K	﹤0.01%	5332
2025 Q3	$2.76M	Buy	+57,560	New	+$2.76M	﹤0.01%	5147
2024 Q4	–	Sell	-9,691	Closed	-$465K	–	13114
2024 Q3	$465K	Sell	9,691 -5,631	-37%	-$269K	﹤0.01%	8631
2024 Q2	$719K	Buy	15,322 +9,728	+174%	+$456K	﹤0.01%	7349
2024 Q1	$263K	Sell	5,594 -8,631	-61%	-$407K	﹤0.01%	10005
2023 Q4	$673K	Hold	14,225	–	–	﹤0.01%	7938
2023 Q3	$658K	Sell	14,225 -11,821	-45%	-$550K	﹤0.01%	7596
2023 Q2	$1.21M	Sell	26,046 -16,366	-39%	-$770K	﹤0.01%	6239
2023 Q1	$2M	Sell	42,412 -5,483	-11%	-$257K	﹤0.01%	5148
2022 Q4	$2.24M	Sell	47,895 -35,515	-43%	-$1.65M	﹤0.01%	4500
2022 Q3	$3.86M	Sell	83,410 -8,700	-9%	-$412K	﹤0.01%	3586
2022 Q2	$4.38M	Sell	92,110 -29,562	-24%	-$1.41M	﹤0.01%	3401
2022 Q1	$5.9M	Buy	121,672 +18,342	+18%	+$908K	﹤0.01%	3361
2021 Q4	$5.22M	Buy	103,330 +42,554	+70%	+$2.16M	﹤0.01%	3670
2021 Q3	$3.1M	Buy	+60,776	New	+$3.11M	﹤0.01%	4887

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 40.91% 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

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Jeff Yass's SHAG Position: Q2 2026 in Review

Jeff Yass increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 18% in Q2 2026, buying an estimated $306K and bringing the position to 42,562 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #6469.

Jeff Yass first reported a position in SHAG in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.9M in Q1 2022. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Jeff Yass held 42,562 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $2.01M as of Q2 2026.
Jeff Yass bought 6,433 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $306K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6469 holding.
Jeff Yass first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2021 and has held it in 17 quarters since.
Jeff Yass's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $5.9M in Q1 2022.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.