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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24
Closed -$1.14K 2243
2025
Q1
$1.14K Hold
24
﹤0.01% 2065
2024
Q4
$1.13K Buy
+24
New +$1.13K ﹤0.01% 2035
2019
Q2
Sell
-11,572
Closed -$575K 987
2019
Q1
$575K Buy
+11,572
New +$575K 0.04% 312