Winch Advisory Services’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Winch Advisory Services’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	$481K	Buy	10,166 +44	+0.4%	+$2.09K	0.1%	78
2026 Q1	$482K	Buy	10,122 +260	+3%	+$12.5K	0.11%	77
2025 Q4	$474K	Buy	9,862 +105	+1%	+$5.05K	0.1%	75
2025 Q3	$468K	Buy	9,757 +76	+0.8%	+$3.64K	0.11%	72
2025 Q2	$463K	Buy	9,681 +106	+1%	+$5.04K	0.11%	70
2025 Q1	$456K	Sell	9,575 -207	-2%	-$9.81K	0.12%	69
2024 Q4	$462K	Sell	9,782 -268	-3%	-$12.7K	0.12%	64
2024 Q3	$482K	Sell	10,050 -308	-3%	-$14.7K	0.13%	64
2024 Q2	$486K	Buy	10,358 +174	+2%	+$8.16K	0.14%	62
2024 Q1	$480K	Sell	10,184 -285	-3%	-$13.5K	0.15%	58
2023 Q4	$496K	Buy	10,469 +484	+5%	+$22.6K	0.16%	57
2023 Q3	$462K	Buy	9,985 +1,304	+15%	+$60.7K	0.17%	56
2023 Q2	$405K	Sell	8,681 -104	-1%	-$4.89K	0.15%	58
2023 Q1	$414K	Buy	8,785 +496	+6%	+$23.3K	0.16%	57
2022 Q4	$387K	Buy	8,289 +565	+7%	+$26.2K	0.17%	59
2022 Q3	$357K	Buy	7,724 +1,307	+20%	+$62K	0.15%	56
2022 Q2	$305K	Buy	6,417 +1,040	+19%	+$49.7K	0.12%	63
2022 Q1	$261K	Buy	5,377 +11	+0.2%	+$544	0.09%	67
2021 Q4	$271K	Buy	5,366 +2,973	+124%	+$151K	0.09%	67
2021 Q3	$122K	Buy	2,393 +333	+16%	+$17.1K	0.04%	82
2021 Q2	$105K	Buy	2,060 +434	+27%	+$22.2K	0.04%	85
2021 Q1	$83K	Buy	1,626 +1,374	+545%	+$70.4K	0.03%	88
2020 Q4	$13K	Buy	252 +2	+0.8%	+$103	0.01%	205
2020 Q3	$13K	Buy	250 +1	+0.4%	+$52	0.01%	179
2020 Q2	$13K	Buy	249 +1	+0.4%	+$51	0.01%	175
2020 Q1	$12K	Buy	248 +2	+0.8%	+$101	0.01%	159
2019 Q4	$12K	Sell	246 -997	-80%	-$50.2K	0.01%	191
2019 Q3	$63K	Buy	1,243 +7	+0.6%	+$353	0.03%	96
2019 Q2	$62K	Buy	1,236 +9	+0.7%	+$449	0.03%	100
2019 Q1	$61K	Buy	1,227 +249	+25%	+$12.3K	0.03%	102
2018 Q4	$48K	Buy	978 +10	+1%	+$487	0.03%	100
2018 Q3	$47K	Buy	968 +4	+0.4%	+$196	0.02%	107
2018 Q2	$47K	Buy	964 +6	+0.6%	+$293	0.03%	116
2018 Q1	$47K	Sell	958 -1,407	-59%	-$69.4K	0.03%	120
2017 Q4	$118K	Buy	+2,365	New	+$118K	0.07%	70

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 40.91% 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

Winch Advisory Services's SHAG Position: Q2 2026 in Review

Winch Advisory Services increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 0.43% in Q2 2026, buying an estimated $2.09K and bringing the position to 10,166 shares worth $481K. The position accounts for 0.1% of the portfolio, ranked #78.

Winch Advisory Services first reported a position in SHAG in Q4 2017 and has held it in 35 quarters since. The position peaked at $496K in Q4 2023. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Winch Advisory Services held 10,166 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $481K as of Q2 2026.
Winch Advisory Services bought 44 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $2.09K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.1% of Winch Advisory Services's portfolio in Q2 2026, its #78 holding.
Winch Advisory Services first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2017 and has held it in 35 quarters since.
Winch Advisory Services's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $496K in Q4 2023.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.