Smartleaf Asset Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Smartleaf Asset 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	$71.9K	Hold	1,518	–	–	﹤0.01%	1325
2026 Q1	$72.1K	Buy	1,518 +190	+14%	+$9.11K	﹤0.01%	1270
2025 Q4	$63.8K	Buy	1,328 +305	+30%	+$14.7K	﹤0.01%	1428
2025 Q3	$49.1K	Buy	1,023 +83	+9%	+$3.98K	﹤0.01%	1408
2025 Q2	$45K	Buy	940 +57	+6%	+$2.71K	﹤0.01%	1208
2025 Q1	$42K	Buy	883 +234	+36%	+$11.1K	﹤0.01%	1239
2024 Q4	$30.6K	Sell	649 -8,027	-93%	-$381K	﹤0.01%	1420
2024 Q3	$417K	Buy	8,676 +195	+2%	+$9.3K	0.05%	325
2024 Q2	$399K	Sell	8,481 -2,732	-24%	-$128K	0.07%	275
2024 Q1	$528K	Sell	11,213 -45,621	-80%	-$2.15M	0.1%	211
2023 Q4	$2.69M	Buy	+56,834	New	+$2.65M	0.72%	33

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

Smartleaf Asset Management's SHAG Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) position steady in Q2 2026 at 1,518 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Smartleaf Asset Management first reported a position in SHAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q4 2023. 29 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Smartleaf Asset Management held 1,518 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $71.9K as of Q2 2026.
Smartleaf Asset 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 Smartleaf Asset Management's portfolio in Q2 2026, its #1325 holding.
Smartleaf Asset Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $2.69M in Q4 2023.
29 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.