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

Van Hulzen 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
2025
Q1 		– Sell
-535
Closed -$25.3K – 953
2024
Q4 		$25.3K Buy
+535
New +$25.4K ﹤0.01% 645

Other funds holding SHAG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Van Hulzen Asset Management's SHAG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2025, closing a stake of 535 shares — an estimated $25.3K sold.

Van Hulzen Asset Management first reported a position in SHAG in Q4 2024 and held it in 1 quarter. The position peaked at $25.3K in Q4 2024. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 535 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2025, an estimated $25.3K.
  • Van Hulzen Asset Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $25.3K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.