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

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-4,914
Closed -$253K – 764
2020
Q4 		$253K Sell
4,914
-2,625
-35% -$135K 0.02% 542
2020
Q3 		$389K Buy
+7,539
New +$389K 0.04% 365

Other funds holding SHAG

KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dynamic Advisor Solutions's SHAG Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2021, closing a stake of 4,914 shares — an estimated $253K sold.

Dynamic Advisor Solutions first reported a position in SHAG in Q3 2020 and held it in 2 quarters. The position peaked at $389K in Q3 2020. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,914 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2021, an estimated $253K.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2020 and held it in 2 quarters.
  • Dynamic Advisor Solutions's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $389K in Q3 2020.
  • 33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.