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

Evercore 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
2021 Q4	–	Sell	-4,396	Closed	-$224K	–	431
2021 Q3	$224K	Sell	4,396 -4,483	-50%	-$230K	﹤0.01%	400
2021 Q2	$454K	Hold	8,879	–	–	0.01%	302
2021 Q1	$453K	Hold	8,879	–	–	0.01%	309
2020 Q4	$457K	Buy	+8,879	New	+$457K	0.01%	303

Other funds holding SHAG

Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return

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

FPOC

Financial Planners of Cleveland Mayfield Heights, Ohio $238M AUM

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

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

PMG

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Evercore Wealth Management's SHAG Position: Q4 2021 in Review

Evercore Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2021, closing a stake of 4,396 shares — an estimated $224K sold.

Evercore Wealth Management first reported a position in SHAG in Q4 2020 and held it in 4 quarters. The position peaked at $457K in Q4 2020. 43 funds tracked by Wall St. Rank hold SHAG as of Q4 2021.

Evercore Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
Evercore Wealth Management sold 4,396 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2021, an estimated $224K.
Evercore Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2020 and held it in 4 quarters.
Evercore Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $457K in Q4 2020.
43 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2021.

Based on Evercore Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.