Who Owns SHAG?
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund — Institutional Ownership & 13F Holdings
$47.56
+0.03 (+0.06%)
Market Cap
$77.0M
Shares Outstanding
1,602,538
Institutional Holders
33
Total Inst. Value
$14.1M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
12
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.9M | 61,685 |
| 2 | JANE STREET GROUP, LLC | $2.9M | 61,522 |
| 3 | Private Advisor Group, LLC | $2.8M | 59,007 |
| 4 | HF Advisory Group, LLCNew | $998K | 20,958 |
| 5 | Prime Capital Investment Advisors, LLC | $888K | 18,662 |
| 6 | Insight Advisors, LLC/ PA | $773K | 16,241 |
| 7 | MORGAN STANLEY | $481K | 10,117 |
| 8 | Winch Advisory Services, LLCNew | $456K | 9,575 |
| 9 | Herold Advisors, Inc. | $344K | 7,229 |
| 10 | Bank of New York Mellon Corp | $307K | 6,462 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JANE STREET GROUP, LLC | +39K | $2.9M |
| Private Advisor Group, LLC | +6K | $2.8M |
| HF Advisory Group, LLCNew | +21K | $998K |
| Prime Capital Investment Advisors, LLC | +473 | $888K |
| Insight Advisors, LLC/ PA | +4K | $773K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -5K | $2.9M |
| JPMORGAN CHASE & CO | -2K | $73K |
| Trilogy Capital Inc. | -1K | $230K |
| Herold Advisors, Inc. | -993 | $344K |
| Kestra Advisory Services, LLC | -130 | $1K |
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Frequently Asked Questions
How many institutional investors hold SHAG?
As of Q1 2025, 33 institutional investors report holding SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund) in their 13F filings.
Which hedge fund owns the most SHAG?
The largest institutional holder of SHAG is BANK OF AMERICA CORP /DE/ with $2.9M in shares.
Are institutions buying or selling SHAG?
This quarter, 8 institutions opened new positions in SHAG and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.