Who owns WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SHAG from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 753,409 shares of WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund worth $35.7M — about 47% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$35.7M
value, 2026 filers
47%
of shares outstanding (753,409 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SHAG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 136,039 | $6.4M | 0.0% | 8.5% | +6.4% |
| 2 | ECLECTIC ASSOCIATES INC /ADV | 97,596 | $4.6M | 0.5% | 6.1% | +17.5% |
| 3 | LPL Financial LLC | 76,854 | $3.6M | 0.0% | 4.8% | -5.7% |
| 4 | Private Advisor Group, LLC | 64,570 | $3.1M | 0.0% | 4% | -24.6% |
| 5 | CITADEL ADVISORS LLC | 62,385 | $3.0M | 0.0% | 3.9% | +53.0% |
| 6 | COLUMBIA ADVISORY PARTNERS LLC | 55,437 | $2.6M | 1.4% | 3.5% | -16.5% |
| 7 | JANE STREET GROUP, LLC | 53,913 | $2.6M | 0.0% | 3.4% | +76.2% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,562 | $2.0M | 0.0% | 2.7% | +17.8% |
| 9 | OSAIC HOLDINGS, INC. | 26,115 | $1.2M | 0.0% | 1.6% | +17.1% |
| 10 | HF Advisory Group, LLC | 24,096 | $1.1M | 0.4% | 1.5% | +4.5% |
| 11 | Insight Advisors, LLC/ PA | 19,378 | $917,021 | 0.2% | 1.2% | +13.3% |
| 12 | Kestra Advisory Services, LLC | 18,671 | $883,543 | 0.0% | 1.2% | -7.4% |
| 13 | Prime Capital Investment Advisors, LLC | 16,933 | $801,319 | 0.0% | 1.1% | -1.0% |
| 14 | ROYAL BANK OF CANADA | 13,127 | $621,000 | 0.0% | 0.8% | +279.1% |
| 15 | WEBSTER BANK, N. A. | 12,993 | $614,865 | 0.1% | 0.8% | +12.7% |
| 16 | Winch Advisory Services, LLC | 10,166 | $481,093 | 0.1% | 0.6% | +0.4% |
| 17 | Bank of New York Mellon Corp | 6,795 | $321,554 | 0.0% | 0.4% | -7.4% |
| 18 | MORGAN STANLEY | 4,949 | $234,206 | 0.0% | 0.3% | -30.0% |
| 19 | Trilogy Capital Inc. | 4,372 | $206,895 | 0.0% | 0.3% | -3.3% |
| 20 | Smartleaf Asset Management LLC | 1,518 | $71,915 | 0.0% | 0.1% | 0.0% |
| 21 | MERCER GLOBAL ADVISORS INC /ADVNEW | 1,015 | $48,033 | 0.0% | 0.1% | new |
| 22 | JPMORGAN CHASE & CONEW | 1,015 | $48,086 | 0.0% | 0.1% | new |
| 23 | LANARK FINANCIAL, INC. | 976 | $46,187 | 0.0% | 0.1% | -58.4% |
| 24 | AMERIFLEX GROUP, INC. | 802 | $37,976 | 0.0% | 0.1% | 0.0% |
| 25 | FRANKLIN RESOURCES INC | 800 | $37,859 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.