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

Citigroup’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 Q2	–	Sell	-736	Closed	-$34.7K	–	5757
2024 Q1	$34.7K	Hold	736	–	–	﹤0.01%	4814
2023 Q4	$34.8K	Hold	736	–	–	﹤0.01%	4709
2023 Q3	$34.1K	Hold	736	–	–	﹤0.01%	4252
2023 Q2	$34.3K	Buy	736 +75	+11%	+$3.53K	﹤0.01%	4814
2023 Q1	$31.2K	Buy	661 +31	+5%	+$1.46K	﹤0.01%	4379
2022 Q4	$29.4K	Buy	+630	New	+$29.3K	﹤0.01%	4457

Other funds holding SHAG

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

Jane Street New York $777B AUM 61.18% 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 $26.4B AUM 21.05% 1-Year Est. Return

RJA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

HAG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup's SHAG Position: Q2 2024 in Review

Citigroup sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2024, closing a stake of 736 shares — an estimated $34.7K sold.

Citigroup first reported a position in SHAG in Q4 2022 and held it in 6 quarters. The position peaked at $34.8K in Q4 2023. 38 funds tracked by Wall St. Rank hold SHAG as of Q2 2024.

Citigroup reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
Citigroup sold 736 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2024, an estimated $34.7K.
Citigroup first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2022 and held it in 6 quarters.
Citigroup's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $34.8K in Q4 2023.
38 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2024.

Based on Citigroup's 13F filing for Q2 2024, filed 12 Aug 2024.