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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3030 (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%)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.1M -$553K -11,552 -8%
Bank of America
2
Bank of America
North Carolina
$4.18M +$715K +14,920 +21%
PAG
3
Private Advisor Group
New Jersey
$3.56M +$502K +10,483 +16%
Jane Street
4
Jane Street
New York
$2.89M -$1.23M -25,688 -30%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.76M +$2.76M +57,560 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.29M +$427K +8,910 +23%
KAS
7
Kestra Advisory Services
Texas
$1.1M -$90.8K -1,897 -8%
HAG
8
HF Advisory Group
Maryland
$1.02M +$49.4K +1,031 +5%
FTUS
9
Flow Traders U.S.
New York
$887K +$886K +18,494 New
PCIA
10
Prime Capital Investment Advisors
Kansas
$870K -$22.8K -477 -3%
IA
11
Insight Advisors
Pennsylvania
$800K +$18.7K +391 +2%
WAS
12
Winch Advisory Services
Wisconsin
$468K +$3.64K +76 +0.8%
WB
13
Webster Bank
Connecticut
$461K -$83K -1,734 -15%
Morgan Stanley
14
Morgan Stanley
New York
$376K -$4.31K -90 -1%
HA
15
Herold Advisors
New York
$371K +$23.9K +500 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$321K +$11.9K +248 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$235K -$25.8K -538 -10%
TC
18
Trilogy Capital
California
$222K -$1.87K -39 -0.8%
NS
19
NBC Securities
Alabama
$106K -$29.2K -610 -22%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$93K +$43.6K +910 +90%
JP Morgan Chase
21
JP Morgan Chase
New York
$65.5K +$3.26K +68 +5%
SAM
22
Smartleaf Asset Management
Massachusetts
$49.1K +$3.98K +83 +9%
Franklin Resources
23
Franklin Resources
California
$38.4K
ASN
24
Advisory Services Network
Georgia
$29.1K +$29K +606 New
UBS Group
25
UBS Group
Switzerland
$4.84K +$2.68K +56 +124%

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.