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

Prime Capital Investment 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	$801K	Sell	16,933 -168	-1%	-$7.99K	0.01%	578
2026 Q1	$814K	Buy	17,101 +74	+0.4%	+$3.55K	0.01%	552
2025 Q4	$818K	Sell	17,027 -1,117	-6%	-$53.7K	0.01%	529
2025 Q3	$870K	Sell	18,144 -477	-3%	-$22.8K	0.01%	505
2025 Q2	$891K	Sell	18,621 -41	-0.2%	-$1.95K	0.01%	489
2025 Q1	$888K	Buy	18,662 +473	+3%	+$22.4K	0.01%	529
2024 Q4	$859K	Sell	18,189 -2,445	-12%	-$116K	0.01%	454
2024 Q3	$990K	Sell	20,634 -622	-3%	-$29.7K	0.01%	448
2024 Q2	$998K	Sell	21,256 -5,395	-20%	-$253K	0.01%	433
2024 Q1	$1.26M	Hold	26,651	–	–	0.02%	425
2023 Q4	$1.26M	Hold	26,651	–	–	0.02%	395
2023 Q3	$1.23M	Sell	26,651 -11,718	-31%	-$546K	0.03%	313
2023 Q2	$1.79M	Buy	+38,369	New	+$1.81M	0.04%	269

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 40.89% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Prime Capital Investment Advisors's SHAG Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 0.98% in Q2 2026, selling an estimated $7.99K and leaving 16,933 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #578.

Prime Capital Investment Advisors first reported a position in SHAG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q2 2023. 29 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Prime Capital Investment Advisors held 16,933 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $801K as of Q2 2026.
Prime Capital Investment Advisors sold 168 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $7.99K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #578 holding.
Prime Capital Investment Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
Prime Capital Investment Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.79M in Q2 2023.
29 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.