AG
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Advisor Group’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Advisor Group’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
2019
Q2 		– Sell
-230
Closed -$11K – 5346
2019
Q1 		$11K Buy
+230
New +$11.3K ﹤0.01% 4328

Other funds holding SHAG

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return

Advisor Group's SHAG Position: Q2 2019 in Review

Advisor Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2019, closing a stake of 230 shares — an estimated $11K sold.

Advisor Group first reported a position in SHAG in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 21 funds tracked by Wall St. Rank hold SHAG as of Q2 2019.

  • Advisor Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 230 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2019, an estimated $11K.
  • Advisor Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2019 and held it in 1 quarter.
  • Advisor Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $11K in Q1 2019.
  • 21 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.