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

Private Advisor 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 Q2	$3.06M	Sell	64,570 -21,023	-25%	-$999K	0.01%	835
2026 Q1	$4.07M	Buy	85,593 +8,224	+11%	+$395K	0.02%	733
2025 Q4	$3.72M	Buy	77,369 +3,139	+4%	+$151K	0.02%	755
2025 Q3	$3.56M	Buy	74,230 +10,483	+16%	+$502K	0.02%	760
2025 Q2	$3.05M	Buy	63,747 +4,740	+8%	+$226K	0.02%	773
2025 Q1	$2.81M	Buy	59,007 +6,067	+11%	+$288K	0.02%	748
2024 Q4	$2.5M	Buy	52,940 +13,528	+34%	+$642K	0.01%	789
2024 Q3	$1.89M	Buy	39,412 +4,537	+13%	+$216K	0.01%	919
2024 Q2	$1.64M	Buy	34,875 +1,030	+3%	+$48.3K	0.01%	939
2024 Q1	$1.59M	Sell	33,845 -54,377	-62%	-$2.57M	0.01%	918
2023 Q4	$4.18M	Buy	88,222 +4,229	+5%	+$197K	0.03%	495
2023 Q3	$3.89M	Sell	83,993 -7,646	-8%	-$356K	0.03%	480
2023 Q2	$4.28M	Sell	91,639 -10,841	-11%	-$510K	0.04%	453
2023 Q1	$4.83M	Buy	102,480 +3,007	+3%	+$141K	0.05%	388
2022 Q4	$1.71M	Buy	99,473 +1,253	+1%	+$58.2K	0.09%	242
2022 Q3	$4.54M	Buy	98,220 +24	+0%	+$1.14K	0.05%	364
2022 Q2	$4.67M	Buy	98,196 +22,366	+29%	+$1.07M	0.04%	435
2022 Q1	$3.68M	Buy	75,830 +17,645	+30%	+$873K	0.03%	557
2021 Q4	$2.94M	Buy	58,185 +36,311	+166%	+$1.84M	0.02%	662
2021 Q3	$1.12M	Buy	21,874 +1,633	+8%	+$83.6K	0.01%	1158
2021 Q2	$1.03M	Buy	+20,241	New	+$1.03M	0.01%	1049
2021 Q1	–	Sell	-5,868	Closed	-$302K	–	1966
2020 Q4	$302K	Buy	+5,868	New	+$302K	﹤0.01%	1452
2020 Q3	–	Sell	-781	Closed	-$40K	–	3114
2020 Q2	$40K	Buy	+781	New	+$39.9K	﹤0.01%	2224

Other funds holding SHAG

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

HAG

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

KAS

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

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

Private Advisor Group's SHAG Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 25% in Q2 2026, selling an estimated $999K and leaving 64,570 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #835.

Private Advisor Group first reported a position in SHAG in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.83M in Q1 2023. 12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Private Advisor Group held 64,570 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $3.06M as of Q2 2026.
Private Advisor Group sold 21,023 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $999K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #835 holding.
Private Advisor Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2020 and has held it in 23 quarters since.
Private Advisor Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $4.83M in Q1 2023.
12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.