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

Larson Financial 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
2025 Q3	–	Sell	-4	Closed	-$177	–	3621
2025 Q2	$177	Hold	4	–	–	﹤0.01%	3083
2025 Q1	$174	Hold	4	–	–	﹤0.01%	2818
2024 Q4	$171	Sell	4 -2	-33%	-$95	﹤0.01%	2481
2024 Q3	$267	Hold	6	–	–	﹤0.01%	2286
2024 Q2	$258	Buy	+6	New	+$281	﹤0.01%	2002
2024 Q1	–	Hold	0	–	–	–	1770
2023 Q4	–	Hold	0	–	–	–	1772

Other funds holding SHAG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HAG

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Larson Financial Group's SHAG Position: Q3 2025 in Review

Larson Financial Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2025, closing a stake of 4 shares — an estimated $177 sold.

Larson Financial Group first reported a position in SHAG in Q2 2024 and held it in 5 quarters. The position peaked at $267 in Q3 2024. 30 funds tracked by Wall St. Rank hold SHAG as of Q3 2025.

Larson Financial Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 4 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2025, an estimated $177.
Larson Financial Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2024 and held it in 5 quarters.
Larson Financial Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $267 in Q3 2024.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.