13FBOX
WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND · 13F 机构持仓分析
期权收益计算器 机构排行
W

WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND

SHAG
持有机构数
31
机构合计市值 (Q2 2026)
$3,565.3万
机构合计股数 (Q2 2026)
75.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+9.4万股
15 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.7万股
14 · 5 清仓 · ≈
⚖️ 净额
+1.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,565.3万
持有机构数
31
新买入
3
加仓
12
减仓
9
清仓
5
持股不变
7
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#16$643.8万13.6万股$608.1万12.8万股+8,230股+6.44%加仓
ECLECTIC ASSOCIATES INC /ADV
0.53%0.52%#2$461.9万9.8万股$395.2万8.3万股+1.5万股+17.49%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#15$363.7万7.7万股$387.8万8.2万股-4,646股-5.70%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.02%#8$305.6万6.5万股$407.3万8.6万股-2.1万股-24.56%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#17$295.2万6.2万股$193.9万4.1万股+2.2万股+53.05%加仓
COLUMBIA ADVISORY PARTNERS LLC
1.45%2.02%#1$262.3万5.5万股$315.9万6.6万股-1.1万股-16.50%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#19$255.1万5.4万股$145.6万3.1万股+2.3万股+76.17%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#20$201.4万4.3万股$171.9万3.6万股+6,433股+17.81%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$123.6万2.6万股$106.1万2.2万股+3,805股+17.06%加仓
HF Advisory Group, LLC
0.35%0.37%#3$114.0万2.4万股$109.7万2.3万股+1,035股+4.49%加仓
Insight Advisors, LLC/ PA
0.16%0.15%#4$91.7万1.9万股$81.3万1.7万股+2,281股+13.34%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#12$88.4万1.9万股$95.9万2.0万股-1,482股-7.35%减仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%0.01%#10$80.1万1.7万股$81.4万1.7万股-168股-0.98%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#21$62.1万1.3万股$16.5万3,463股+9,664股+279.06%加仓
WEBSTER BANK, N. A.
0.05%0.05%#6$61.5万1.3万股$54.8万1.2万股+1,469股+12.75%加仓
Winch Advisory Services, LLC
0.1%0.11%#5$48.1万1.0万股$48.2万1.0万股+44股+0.43%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#25$32.2万6,795股$34.9万7,337股-542股-7.39%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#28$23.4万4,949股$37.6万7,835股-2,886股-36.83%减仓
Trilogy Capital Inc.
0.01%0.01%#9$20.7万4,372股$21.5万4,520股-148股-3.27%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#13$7.2万1,518股$7.2万1,518股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#30$4.8万1,015股$4.7万991股+24股+2.42%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#24$4.8万1,015股$00股+1,015股新买入
LANARK FINANCIAL, INC.
<0.01%0.01%#11$4.6万976股$11.2万2,348股-1,372股-58.43%减仓
AMERIFLEX GROUP, INC.
0.02%0.02%#7$3.8万802股$3.8万802股00.00%持仓不变
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#29$3.8万800股$3.8万800股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#23$1.3万273股$00股+273股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#22$1,79838股$1,80838股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#27$52111股$52311股00.00%持仓不变
Planning Strategies Inc.
<0.01%#18$3798股$00股+8股新买入
Smallwood Wealth Investment Management, LLC
<0.01%<0.01%#26$691股$691股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#31$341股$321股00.00%持仓不变

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