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Smallwood Wealth Investment Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Smallwood Wealth Investment Management’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 		$69 Hold
1
– – ﹤0.01% 502
2026
Q1 		$69 Hold
1
– – ﹤0.01% 493
2025
Q4 		$70 Hold
1
– – ﹤0.01% 487
2025
Q3 		$70 Hold
1
– – ﹤0.01% 503
2025
Q2 		$70 Hold
1
– – ﹤0.01% 542
2025
Q1 		$69 Buy
+1
New +$47 ﹤0.01% 484

Other funds holding SHAG

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smallwood Wealth Investment Management's SHAG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) position steady in Q2 2026 at 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Smallwood Wealth Investment Management first reported a position in SHAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $70 in Q4 2025. 16 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • Smallwood Wealth Investment Management held 1 share of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $69 as of Q2 2026.
  • Smallwood Wealth Investment Management left its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #502 holding.
  • Smallwood Wealth Investment Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $70 in Q4 2025.
  • 16 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.