WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
30 hedge funds and large institutions have $25.8M 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, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
7% more capital invested
Capital invested by funds: $24.1M → $25.8M (+$1.79M)
3.84% more ownership
Funds ownership: 56.16% → 60% (+3.8%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
9% less funds holding
Funds holding: 33 → 30 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$500K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$226K |
| 4 |
LPL Financial
San Diego,
California
|
+$165K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$298K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$140K |
| 3 |
Morgan Stanley
New York
|
-$104K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$44.2K |
| 5 |
HAG
HF Advisory Group
Annapolis,
Maryland
|
-$37.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
Evolution Wealth Management
Fort Myers,
Florida
| $1.44K | +$1.43K | +30 | New |
|
|
CA
27
CoreCap Advisors
Southfield,
Michigan
| $527 | – | – | – |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $177 | – | – | – |
|
|
SWIM
29
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $70 | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $48 | – | – | – |
|
|
FTUS
31
Flow Traders U.S.
New York
| – | -$298K | -6,251 | Closed |
|
|
T
32
Tidemark
San Diego,
California
| – | -$9.85K | -207 | Closed |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| – | -$7.86K | -165 | Closed |
|
|
RFG
34
REAP Financial Group
Austin,
Texas
| – | -$2.34K | -49 | Closed |
|
|
AWM
35
AE Wealth Management
Topeka,
Kansas
| – | -$1.14K | -24 | Closed |
|
SHAG Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2025, worth a combined $25.8M — up 7.4% from $24.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SHAG and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Jane Street, adding an estimated $1.18M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $298K sold.
- 30 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2025, down from 33 in Q1 2025.
- Funds reported $25.8M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2025, up 7.4% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2025 and 5 closed out, a net change of -3 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2025 was Jane Street, an estimated $1.18M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2025 was Flow Traders U.S., an estimated $298K sold.
Based on aggregated 13F filings for Q2 2025.