ACG Wealth’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

ACG Wealth’s Portfolio SHAG Stock Details SHAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-44	Closed	-$2K	–	870
2022 Q2	$2K	Buy	+44	New	+$2.1K	﹤0.01%	831
2019 Q4	–	Sell	-4,180	Closed	-$211K	–	341
2019 Q3	$211K	Sell	4,180 -129	-3%	-$6.5K	0.03%	303
2019 Q2	$217K	Sell	4,309 -270	-6%	-$13.5K	0.03%	313
2019 Q1	$227K	Sell	4,579 -517	-10%	-$25.5K	0.03%	302
2018 Q4	$249K	Sell	5,096 -736	-13%	-$35.8K	0.04%	261
2018 Q3	$285K	Buy	+5,832	New	+$285K	0.04%	259

Other funds holding SHAG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

ACG Wealth's SHAG Position: Q3 2022 in Review

ACG Wealth sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2022, closing a stake of 44 shares — an estimated $2K sold.

ACG Wealth first reported a position in SHAG in Q3 2018 and held it in 6 quarters. The position peaked at $285K in Q3 2018. 34 funds tracked by Wall St. Rank hold SHAG as of Q3 2022.

ACG Wealth reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 44 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2022, an estimated $2K.
ACG Wealth first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2018 and held it in 6 quarters.
ACG Wealth's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $285K in Q3 2018.
34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.