Financial Architects (New Jersey)’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-195	Closed	-$10K	–	991
2019 Q3	$10K	Sell	195 -175	-47%	-$8.81K	﹤0.01%	732
2019 Q2	$19K	Buy	+370	New	+$18.4K	﹤0.01%	733

Other funds holding SHAG

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

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OIA

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s SHAG Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2019, closing a stake of 195 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in SHAG in Q2 2019 and held it in 2 quarters. The position peaked at $19K in Q2 2019. 25 funds tracked by Wall St. Rank hold SHAG as of Q4 2019.

Financial Architects (New Jersey) reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 195 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2019, an estimated $10K.
Financial Architects (New Jersey) first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2019 and held it in 2 quarters.
Financial Architects (New Jersey)'s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $19K in Q2 2019.
25 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.