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

EPG Wealth Management’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
2024 Q2	–	Sell	-5	Closed	-$235	–	444
2024 Q1	$235	Hold	5	–	–	﹤0.01%	444
2023 Q4	$235	Hold	5	–	–	﹤0.01%	423
2023 Q3	$231	Sell	5 -5	-50%	-$233	﹤0.01%	419
2023 Q2	$466	Sell	10 -44	-81%	-$2.07K	﹤0.01%	410
2023 Q1	$2.52K	Hold	54	–	–	﹤0.01%	401
2022 Q4	$2.5K	Hold	54	–	–	﹤0.01%	362
2022 Q3	$2K	Buy	+54	New	+$2.56K	﹤0.01%	374
2022 Q2	–	Sell	-107	Closed	-$5K	–	366
2022 Q1	$5K	Buy	+107	New	+$5.29K	﹤0.01%	371

Other funds holding SHAG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EPG Wealth Management's SHAG Position: Q2 2024 in Review

EPG Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2024, closing a stake of 5 shares — an estimated $235 sold.

EPG Wealth Management first reported a position in SHAG in Q1 2022 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 38 funds tracked by Wall St. Rank hold SHAG as of Q2 2024.

EPG Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 5 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2024, an estimated $235.
EPG Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2022 and held it in 8 quarters.
EPG Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $5K in Q1 2022.
38 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.