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

Cetera 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
2024 Q1	$222K	Buy	4,716 +10	+0.2%	+$472	﹤0.01%	2150
2023 Q4	$223K	Sell	4,706 -353	-7%	-$16.5K	﹤0.01%	1587
2023 Q3	$234K	Sell	5,059 -592	-10%	-$27.6K	﹤0.01%	1461
2023 Q2	$264K	Sell	5,651 -451	-7%	-$21.2K	﹤0.01%	1368
2023 Q1	$288K	Buy	6,102 +9	+0.1%	+$422	﹤0.01%	1309
2022 Q4	$284K	Buy	6,093 +8	+0.1%	+$372	0.01%	1263
2022 Q3	$281K	Buy	6,085 +7	+0.1%	+$332	0.01%	1002
2022 Q2	$289K	Buy	6,078 +5	+0.1%	+$239	0.01%	1064
2022 Q1	$294K	Buy	6,073 +5	+0.1%	+$247	0.01%	1117
2021 Q4	$307K	Buy	6,068 +344	+6%	+$17.4K	0.01%	1108
2021 Q3	$292K	Buy	+5,724	New	+$293K	0.01%	1118

Other funds holding SHAG

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

PMG

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

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

RJA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCIA

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Advisors's SHAG Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 0.21% in Q1 2024, buying an estimated $472 and bringing the position to 4,716 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Cetera Advisors first reported a position in SHAG in Q3 2021 and has held it in 11 quarters since. The position peaked at $307K in Q4 2021. 40 funds tracked by Wall St. Rank hold SHAG as of Q1 2024.

Cetera Advisors held 4,716 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $222K as of Q1 2024.
Cetera Advisors bought 10 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2024, an estimated $472.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2150 holding.
Cetera Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2021 and has held it in 11 quarters since.
Cetera Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $307K in Q4 2021.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.