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

Denver PWM’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
2019
Q4 		– Sell
-134
Closed -$6.78K – 189
2019
Q3 		$6.78K Buy
+134
New +$6.75K ﹤0.01% 195

Other funds holding SHAG

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PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Denver PWM's SHAG Position: Q4 2019 in Review

Denver PWM sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2019, closing a stake of 134 shares — an estimated $6.78K sold.

Denver PWM first reported a position in SHAG in Q3 2019 and held it in 1 quarter. The position peaked at $6.78K in Q3 2019. 25 funds tracked by Wall St. Rank hold SHAG as of Q4 2019.

  • Denver PWM reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 134 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2019, an estimated $6.78K.
  • Denver PWM first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2019 and held it in 1 quarter.
  • Denver PWM's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $6.78K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.