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

Cetera Advisor Networks’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
2022 Q3	–	Sell	-167,487	Closed	-$7.97M	–	2164
2022 Q2	$7.97M	Buy	167,487 +9,805	+6%	+$469K	0.1%	224
2022 Q1	$7.64M	Buy	157,682 +4,917	+3%	+$243K	0.09%	229
2021 Q4	$7.72M	Buy	152,765 +4,656	+3%	+$236K	0.09%	229
2021 Q3	$7.55M	Sell	148,109 -1,183	-0.8%	-$60.6K	0.1%	219
2021 Q2	$7.63M	Buy	+149,292	New	+$7.63M	0.11%	204
2020 Q3	–	Sell	-1,850	Closed	-$95K	–	2717
2020 Q2	$95K	Buy	+1,850	New	+$94.5K	﹤0.01%	1542

Other funds holding SHAG

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

PCWA

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

Cetera Advisor Networks's SHAG Position: Q3 2022 in Review

Cetera Advisor Networks sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2022, closing a stake of 167,487 shares — an estimated $7.97M sold.

Cetera Advisor Networks first reported a position in SHAG in Q2 2020 and held it in 6 quarters. The position peaked at $7.97M in Q2 2022. 34 funds tracked by Wall St. Rank hold SHAG as of Q3 2022.

Cetera Advisor Networks reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
Cetera Advisor Networks sold 167,487 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2022, an estimated $7.97M.
Cetera Advisor Networks first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2020 and held it in 6 quarters.
Cetera Advisor Networks's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $7.97M in Q2 2022.
34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2022.

Based on Cetera Advisor Networks's 13F filing for Q3 2022, filed 14 Nov 2022.