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

Apella Capital’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
2023 Q3	–	Sell	-5,301	Closed	-$247K	–	264
2023 Q2	$247K	Buy	+5,301	New	+$249K	0.02%	231
2022 Q4	$244K	Buy	+5,239	New	+$243K	0.02%	210

Other funds holding SHAG

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Apella Capital's SHAG Position: Q3 2023 in Review

Apella Capital sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2023, closing a stake of 5,301 shares — an estimated $247K sold.

Apella Capital first reported a position in SHAG in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 39 funds tracked by Wall St. Rank hold SHAG as of Q3 2023.

Apella Capital reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Apella Capital sold 5,301 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2023, an estimated $247K.
Apella Capital first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and held it in 2 quarters.
Apella Capital's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $247K in Q2 2023.
39 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2023.

Based on Apella Capital's 13F filing for Q3 2023, filed 10 Oct 2023.