WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG)
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WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 97,596 | $4.68M | $4.62M | -$56,579.84 | -1.21% |
 Larry Herold Herold Advisors Inc. | 5,427 | $253,738.14 | $256,995.58 | $3,257.44 | 1.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11 | $517.99 | $520.85 | $2.86 | 0.55% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 1 | $47.6 | $47.35 | -$0.25 | -0.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,518 | $72,360.74 | $71,877.3 | -$483.44 | -0.67% |
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WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund Profile
| BATS Exchange | US Country |
Overview
With a focus on the U.S. investment-grade, short-term fixed income securities market, the fund aims to offer its investors a path to potentially enhanced yield, all within a framework defined by specific risk parameters and constraints. By committing at least 80% of its total assets to securities that form part of its benchmark index or those with nearly identical economic characteristics, the fund seeks to maintain a strong alignment with the performance and risk profile of its index. Despite its concentrated approach, the fund remains non-diversified, indicating a focused investment strategy in its chosen market segment.
Products and Services
- Index Constituent Securities Investment
The primary investment strategy involves allocating at least 80% of the fund's total assets to securities that are included in the chosen index. This is aimed at mirroring the index's performance and risk characteristics, thereby providing investors with a transparent and predictable investment model based on the short-term U.S. investment-grade fixed income securities market.
- Economically Identical Investments
In addition to direct index constituent investments, the fund also seeks out opportunities to invest in financial instruments that have substantially identical economic characteristics to those of the securities within the index. This strategy is designed to enhance the portfolio's yield while adhering to the desired risk parameters and constraints, thereby offering an efficient mechanism to potentially improve returns without significantly increasing risk exposure.
- Non-Diversified Fund Structure
As a non-diversified fund, this investment vehicle does not spread its holdings across a wide array of sectors or asset classes. Instead, it focuses on a relatively narrower range of investments, primarily in the short-term U.S. investment-grade fixed income market. This approach allows for a targeted investment strategy that may offer higher returns but also involves a higher risk due to the concentrated nature of its portfolio.
