WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
30 hedge funds and large institutions have $29.3M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
13% more capital invested
Capital invested by funds: $25.8M → $29.3M (+$3.47M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
21.81% less ownership
Funds ownership: 60% → 38.19% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.76M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$886K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$715K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$502K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.23M |
| 2 |
LPL Financial
San Diego,
California
|
-$553K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$90.8K |
| 4 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$83K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$29.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $1.82K | – | – | – |
|
|
EWM
27
Evolution Wealth Management
Fort Myers,
Florida
| $1.44K | – | – | – |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $528 | – | – | – |
|
|
SWIM
29
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $70 | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $59 | -$26.5K | -554 | -100% |
|
31
Raymond James Financial
St Petersburg,
Florida
| – | -$4.45K | -93 | Closed |
|
|
LFG
32
Larson Financial Group
St Louis,
Missouri
| – | -$177 | -4 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | -$48 | -1 | Closed |
|
SHAG Hedge Fund Activity: Q3 2025 in Review
30 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2025, worth a combined $29.3M — up 13% from $25.8M a quarter earlier.
Fund positioning in SHAG was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.76M. The largest seller was Jane Street, cutting an estimated $1.23M.
- 30 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $29.3M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2025, up 13% quarter-over-quarter.
- 3 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2025 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2025 was Susquehanna International Group, an estimated $2.76M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2025 was Jane Street, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2025.