WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
33 hedge funds and large institutions have $35M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 0 closing their positions.
38.22% more ownership
Funds ownership: 43.56% → 81.78% (+38%)
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
10% more funds holding
Funds holding: 30 → 33 (+3)
5% more capital invested
Capital invested by funds: $33.5M → $35M (+$1.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$3.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.43M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$859K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$395K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$79.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.73M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 3 |
Jane Street
New York
|
-$736K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$585K |
| 5 |
EA
Eclectic Associates
Fullerton,
California
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Franklin Resources
San Mateo,
California
| $38.1K | – | – | – |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $28.8K | +$29.1K | +606 | New |
|
|
IAIM
28
International Assets Investment Management
Orlando,
Florida
| $19.8K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $6.9K | +$1.58K | +33 | +29% |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $1.81K | – | – | – |
|
|
CA
31
CoreCap Advisors
Southfield,
Michigan
| $523 | – | – | – |
|
|
SWIM
32
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $69 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
SHAG Hedge Fund Activity: Q1 2026 in Review
33 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2026, worth a combined $35M — up 4.6% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SHAG positions and 0 closed out — a net gain of 3 holders — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Columbia Advisory Partners, opening a new position worth an estimated $3.18M. The largest seller was LPL Financial, cutting an estimated $1.73M.
- 33 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2026, up from 30 in Q4 2025.
- Funds reported $35M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2026, up 4.6% quarter-over-quarter.
- 3 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2026 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2026 was Columbia Advisory Partners, an estimated $3.18M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2026 was LPL Financial, an estimated $1.73M sold.
Based on aggregated 13F filings for Q1 2026.