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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,914
Closed -$253K – 721
2020
Q4 		$253K Sell
4,914
-2,625
-35% -$135K 0.02% 540
2020
Q3 		$389K Buy
+7,539
New +$389K 0.04% 365