Cambridge Investment Research Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Cambridge Investment Research Advisors’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
2020 Q3	–	Sell	-6,090	Closed	-$314K	–	2590
2020 Q2	$314K	Buy	+6,090	New	+$311K	﹤0.01%	1849
2020 Q1	–	Sell	-36,682	Closed	-$1.84M	–	2450
2019 Q4	$1.84M	Buy	36,682 +6,198	+20%	+$312K	0.01%	830
2019 Q3	$1.54M	Sell	30,484 -40,852	-57%	-$2.06M	0.01%	859
2019 Q2	$3.59M	Buy	+71,336	New	+$3.56M	0.03%	518

Other funds holding SHAG

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

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

PMG

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

PCWA

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

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

Cambridge Investment Research Advisors's SHAG Position: Q3 2020 in Review

Cambridge Investment Research Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2020, closing a stake of 6,090 shares — an estimated $314K sold.

Cambridge Investment Research Advisors first reported a position in SHAG in Q2 2019 and held it in 4 quarters. The position peaked at $3.59M in Q2 2019. 28 funds tracked by Wall St. Rank hold SHAG as of Q3 2020.

Cambridge Investment Research Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
Cambridge Investment Research Advisors sold 6,090 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2020, an estimated $314K.
Cambridge Investment Research Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2019 and held it in 4 quarters.
Cambridge Investment Research Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $3.59M in Q2 2019.
28 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.