WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
30 hedge funds and large institutions have $33.5M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.
14% more capital invested
Capital invested by funds: $29.3M → $33.5M (+$4.16M)
5.37% more ownership
Funds ownership: 38.19% → 43.56% (+5.4%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Eclectic Associates
Fullerton,
California
|
+$4.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$741K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$527K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$410K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$692K |
| 2 |
LPL Financial
San Diego,
California
|
-$466K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$444K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$134K |
| 5 |
HA
Herold Advisors
New York
|
-$95.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $5.38K | +$529 | +11 | +11% |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $1.82K | – | – | – |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $528 | – | – | – |
|
|
SWIM
29
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $70 | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $41 | – | – | – |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| – | -$29.1K | -606 | Closed |
|
|
EWM
32
Evolution Wealth Management
Fort Myers,
Florida
| – | -$1.44K | -30 | Closed |
|
SHAG Hedge Fund Activity: Q4 2025 in Review
30 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2025, worth a combined $33.5M — up 14% from $29.3M a quarter earlier.
Fund positioning in SHAG was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 12 trimmed.
The largest buyer was Eclectic Associates, opening a new position worth an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $692K.
- 30 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $33.5M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2025, up 14% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2025 was Eclectic Associates, an estimated $4.13M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2025 was Jane Street, an estimated $692K sold.
Based on aggregated 13F filings for Q4 2025.