Public ownership evidence

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) Ownership Disclosures

Read SHAG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
AMERIFLEX GROUP, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
802
Value (USD)
$37,976
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002057637-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SHAG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SHAG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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AMERIFLEX GROUP, INC.2026-06-302026-08-15802$37,976None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,115$1,235,603None
JANE STREET GROUP, LLC2026-06-302026-08-1553,913$2,551,314None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1542,562$2,014,153None
ROYAL BANK OF CANADA2026-06-302026-08-15285$13,000None
ROYAL BANK OF CANADA2026-06-302026-08-1512,842$608,000None
CITADEL ADVISORS LLC2026-06-302026-08-1562,385$2,952,233None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$34None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1567,430$3,190,990None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1568,609$3,246,715None
MORGAN STANLEY2026-06-302026-08-141$53None
MORGAN STANLEY2026-06-302026-08-144,948$234,153None
FRANKLIN RESOURCES INC2026-06-302026-08-14600$28,394None
FRANKLIN RESOURCES INC2026-06-302026-08-14200$9,465None
Smartleaf Asset Management LLC2026-06-302026-08-131,518$71,915None
Integrated Wealth Concepts LLC2026-06-302026-08-13273$12,921None
JPMORGAN CHASE & CO2026-06-302026-08-131,015$48,086None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,015$48,033None
LPL Financial LLC2026-06-302026-08-0876,854$3,636,963None
Winch Advisory Services, LLC2026-06-302026-08-0710,166$481,093None
Bank of New York Mellon Corp2026-06-302026-08-072$90None
Bank of New York Mellon Corp2026-06-302026-08-076,793$321,464None
Prime Capital Investment Advisors, LLC2026-06-302026-08-0616,933$801,319None
Insight Advisors, LLC/ PA2026-06-302026-08-0619,378$917,021None
Kestra Advisory Services, LLC2026-06-302026-07-2918,671$883,543None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2938$1,798None
Planning Strategies Inc.2026-06-302026-07-288$379None
Private Advisor Group, LLC2026-06-302026-07-2864,570$3,055,629None
Smallwood Wealth Investment Management, LLC2026-06-302026-07-241$69None
COLUMBIA ADVISORY PARTNERS LLC2026-06-302026-07-2455,437$2,623,420None
LANARK FINANCIAL, INC.2026-06-302026-07-22976$46,187None
WEBSTER BANK, N. A.2026-06-302026-07-2111,956$565,791None
WEBSTER BANK, N. A.2026-06-302026-07-211,037$49,074None

90-day public filing window, up to 50 source positions.

AMERIFLEX GROUP, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗BANK OF AMERICA CORP /DE/ ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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