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DB Wealth Management Group’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

DB Wealth Management Group’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
Q4 		$17.2K Buy
+363
New +$16.9K 0.01% 246

Other funds holding SHAG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Jane Street
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

DB Wealth Management Group's SHAG Position: Q4 2023 in Review

DB Wealth Management Group opened a new position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2023: 363 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

40 funds tracked by Wall St. Rank hold SHAG as of Q4 2023.

  • DB Wealth Management Group held 363 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $17.2K as of Q4 2023.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund was a new DB Wealth Management Group position in Q4 2023.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #246 holding.
  • 40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.