Carson Wealth (CWM LLC)’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Carson Wealth (CWM LLC)’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	-54	Closed	-$3K	–	4502
2023 Q2	$3K	Buy	+54	New	+$2.54K	﹤0.01%	3690
2022 Q3	–	Sell	-258	Closed	-$12K	–	4160
2022 Q2	$12K	Buy	+258	New	+$12.3K	﹤0.01%	2483
2019 Q1	–	Sell	-6,710	Closed	-$328K	–	3241
2018 Q4	$328K	Buy	+6,710	New	+$326K	0.01%	508

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

Carson Wealth (CWM LLC)'s SHAG Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2023, closing a stake of 54 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in SHAG in Q4 2018 and held it in 3 quarters. The position peaked at $328K in Q4 2018. 39 funds tracked by Wall St. Rank hold SHAG as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 54 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2023, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $328K in Q4 2018.
39 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.