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

Econ Financial Services’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 Q2	$292K	Buy	5,808 +339	+6%	+$16.9K	0.4%	51
2019 Q1	$272K	Buy	5,469 +286	+6%	+$14.1K	0.41%	43
2018 Q4	$253K	Buy	+5,183	New	+$252K	0.39%	55

Other funds holding SHAG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Econ Financial Services's SHAG Position: Q2 2019 in Review

Econ Financial Services increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 6.2% in Q2 2019, buying an estimated $16.9K and bringing the position to 5,808 shares worth $292K. The position accounts for 0.4% of the portfolio, ranked #51.

Econ Financial Services first reported a position in SHAG in Q4 2018 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold SHAG as of Q2 2019.

Econ Financial Services held 5,808 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $292K as of Q2 2019.
Econ Financial Services bought 339 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2019, an estimated $16.9K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.4% of Econ Financial Services's portfolio in Q2 2019, its #51 holding.
Econ Financial Services first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and has held it in 3 quarters since.
21 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.