Who owns SHAG?
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund · WisdomTree
30 institutions reported holding SHAG, worth $35.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHAG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $6.4M | 136,039 | +8,230 shares |
| Eclectic Associates Inc. | Fullerton, CA | $4.6M | 97,596 | +14,531 shares |
| LPL Financial LLC | Fort Mill, SC | $3.6M | 76,854 | −4,646 shares |
| Private Advisor Group, LLC | Morristown, NJ | $3.1M | 64,570 | −21,023 shares |
| Citadel Advisors LLC | Miami, FL | $3.0M | 62,385 | +21,623 shares |
| Columbia Advisory Partners LLC | Spokane, WA | $2.6M | 55,437 | −10,956 shares |
| Jane Street Group, LLC | New York, NY | $2.6M | 53,913 | +23,310 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.0M | 42,562 | +6,433 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.2M | 26,115 | +3,805 shares |
| HF Advisory Group, LLC | Annapolis, MD | $1.1M | 24,096 | +1,035 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SHAG?
30 institutional managers reported holding SHAG in Form 13F filings for June 30, 2026, worth $35.6M in total. The largest reported position was held by Bank of America Corp., at $6.4M.
Did institutions buy or sell SHAG last quarter?
Reported 13F value rose 1.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHAG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.