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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3030 (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

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.64M -$466K -9,696 -8%
Bank of America
2
Bank of America
North Carolina
$4.71M +$527K +10,959 +13%
EA
3
Eclectic Associates
California
$4.13M +$4.13M +85,916 New
PAG
4
Private Advisor Group
New Jersey
$3.72M +$151K +3,139 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$3.04M +$741K +15,402 +32%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.32M -$444K -9,228 -16%
Jane Street
7
Jane Street
New York
$2.21M -$692K -14,382 -24%
FTUS
8
Flow Traders U.S.
New York
$1.3M +$410K +8,528 +46%
HAG
9
HF Advisory Group
Maryland
$1.06M +$40.3K +838 +4%
KAS
10
Kestra Advisory Services
Texas
$970K -$134K -2,786 -12%
PCIA
11
Prime Capital Investment Advisors
Kansas
$818K -$53.7K -1,117 -6%
IA
12
Insight Advisors
Pennsylvania
$800K -$914 -19 -0.1%
WB
13
Webster Bank
Connecticut
$484K +$22.7K +473 +5%
WAS
14
Winch Advisory Services
Wisconsin
$474K +$5.05K +105 +1%
Morgan Stanley
15
Morgan Stanley
New York
$360K -$16.2K -337 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$342K +$20K +415 +6%
HA
17
Herold Advisors
New York
$276K -$95.6K -1,988 -26%
TC
18
Trilogy Capital
California
$218K -$4.91K -102 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$212K -$24K -500 -10%
NS
20
NBC Securities
Alabama
$129K +$23K +479 +22%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$87K -$6.2K -129 -7%
SAM
22
Smartleaf Asset Management
Massachusetts
$63.8K +$14.7K +305 +30%
JP Morgan Chase
23
JP Morgan Chase
New York
$55.3K -$10.3K -215 -16%
Franklin Resources
24
Franklin Resources
California
$38.4K
IAIM
25
International Assets Investment Management
Florida
$20K +$20K +416 New

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.