Who Owns WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG)?Hedge Fund & Institutional Holders
Institutional Holders
36
as of Q4 2025
Total Institutional Value
$4.12600030000003e+111T
% of Float Held
—
QoQ Change in Holders
+9 / -1
Price History
SHAG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | New Position | +86K | +$4.1B |
| BANK OF AMERICA CORP /DE/ | Increased | +11K | +$4.0B |
| CITADEL ADVISORS LLC | Increased | +15K | +$707.4M |
| Trilogy Capital Inc. | New Position | +5K | +$217.0M |
| HF Advisory Group, LLC | Increased | +13K | +$53.8M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +416 | +$19.0M |
| Winch Advisory Services, LLC | Increased | +105 | +$4.9M |
| Prime Capital Investment Advisors, LLC | New Position | +17K | +$817K |
| WEBSTER BANK, N. A. | New Position | +10K | +$483K |
| UBS Group AG | Increased | +11 | +$155K |
| NBC SECURITIES, INC. | Increased | +479 | +$23K |
| Bank of New York Mellon Corp | New Position | +7K | +$0 |
| CoreCap Advisors, LLC | New Position | +11 | +$0 |
| Smallwood Wealth Investment Management, LLC | New Position | +1 | +$0 |
| Smartleaf Asset Management LLC | New Position | +1K | +$0 |
SHAG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -10K | -$6.1B |
| JANE STREET GROUP, LLC | Decreased | -14K | -$2.9B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -9K | -$761.4M |
| OSAIC HOLDINGS, INC. | Decreased | -500 | -$235.0M |
| Herold Advisors, Inc. | Decreased | -2K | -$95.8M |
| ROYAL BANK OF CANADA | Decreased | -129 | -$93.0M |
| JPMORGAN CHASE & CO | Decreased | -215 | -$65.0M |
| Advisory Services Network, LLC | Closed Position | -606 | -$29.1M |
| Kestra Advisory Services, LLC | Decreased | -3K | -$1.1M |
| MORGAN STANLEY | Decreased | -337 | -$375K |
| Insight Advisors, LLC/ PA | Decreased | -19 | -$273K |
Top Institutional Holders(Q4 2025)
SHAG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 30 | $19.0B | +8 |
| Q3 2025 | 22 | $20.7B | -6 |
| Q2 2025 | 28 | $23.0B | -5 |
| Q1 2025 | 33 | $21.5B | +5 |
| Q4 2024 | 28 | $12.6B | -4 |
| Q3 2024 | 32 | $12.1T | -1 |
| Q2 2024 | 33 | $5.8T | +3 |
| Q1 2024 | 30 | $267.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 36 institutional investors hold SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund). The largest holder is ECLECTIC ASSOCIATES INC /ADV with $4.1B in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SHAG?
As of Q4 2025, 36 institutional investors report holding SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund) in their 13F filings.
Who is the largest institutional holder of SHAG?
The largest institutional holder of SHAG is ECLECTIC ASSOCIATES INC /ADV with $4.1B in shares.
Is institutional ownership of SHAG increasing or decreasing?
This quarter, 9 institutions opened new positions in SHAG and 1 closed their positions.