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

REAP 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
Q2 		– Sell
-49
Closed -$2.34K – 558
2025
Q1 		$2.34K Buy
+49
New +$2.32K ﹤0.01% 474

Other funds holding SHAG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
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
Citadel Advisors
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

REAP Financial Group's SHAG Position: Q2 2025 in Review

REAP Financial Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2025, closing a stake of 49 shares — an estimated $2.34K sold.

REAP Financial Group first reported a position in SHAG in Q1 2025 and held it in 1 quarter. The position peaked at $2.34K in Q1 2025. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2025.

  • REAP Financial Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • REAP Financial Group sold 49 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2025, an estimated $2.34K.
  • REAP Financial Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2025 and held it in 1 quarter.
  • REAP Financial Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $2.34K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2025.

Based on REAP Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.