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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

29 hedge funds and large institutions have $25.6M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.12M
2
Bank of America
2
Bank of America
North Carolina
$3.46M
3
PAG
3
Private Advisor Group
New Jersey
$3.05M
4
LPL Financial
4
LPL Financial
California
$6.64M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.86M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$26.5K
3
Morgan Stanley
3
Morgan Stanley
New York
$379K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$29K
5
NS
5
NBC Securities
Alabama
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.64M 138,759 +3,469 +3%
Jane Street
2
Jane Street
New York
$4.12M 86,017 +24,695 +40%
Bank of America
3
Bank of America
North Carolina
$3.46M 72,201 +10,516 +17%
PAG
4
Private Advisor Group
New Jersey
$3.05M 63,747 +4,740 +8%
Citadel Advisors
5
Citadel Advisors
Florida
$1.86M 38,878 +930 +2%
KAS
6
Kestra Advisory Services
Texas
$1.19M 24,882 -335 -1%
HAG
7
HF Advisory Group
Maryland
$966K 20,172 -786 -4%
PCIA
8
Prime Capital Investment Advisors
Kansas
$891K 18,621 -41 -0.2%
IA
9
Insight Advisors
Pennsylvania
$780K 16,290 +49 +0.3%
WB
10
Webster Bank
Connecticut
$543K 11,345 +625 +6%
WAS
11
Winch Advisory Services
Wisconsin
$463K 9,681 +106 +1%
Morgan Stanley
12
Morgan Stanley
New York
$379K 7,925 -2,192 -22%
HA
13
Herold Advisors
New York
$346K 7,229 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$309K 6,450 -12 -0.2%
TC
15
Trilogy Capital
California
$224K 4,676 -152 -3%
NS
16
NBC Securities
Alabama
$134K 2,820 -928 -25%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$62.1K 1,298 -256 -16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$49K 1,016 +71 +8%
SAM
19
Smartleaf Asset Management
Massachusetts
$45K 940 +57 +6%
Franklin Resources
20
Franklin Resources
California
$38.3K 800 +600 +300%
Osaic Holdings
21
Osaic Holdings
Arizona
$29K 615 -1,531 -71%
Wells Fargo
22
Wells Fargo
California
$26.5K 555 -2,943 -84%
Raymond James Financial
23
Raymond James Financial
Florida
$4.45K 93 +93 New
UBS Group
24
UBS Group
Switzerland
$2.15K 45 -342 -88%
CFD
25
Creative Financial Designs
Indiana
$1.82K 38 -26 -41%
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