Financial Planners of Cleveland’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Financial Planners of Cleveland’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
2022 Q2	–	Sell	-134,198	Closed	-$6.51M	–	40
2022 Q1	$6.51M	Sell	134,198 -82,324	-38%	-$4.07M	2.73%	13
2021 Q4	$10.9M	Buy	+216,522	New	+$11M	4.42%	6

Other funds holding SHAG

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

CAN

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAG

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

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

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

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

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

Financial Planners of Cleveland's SHAG Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2022, closing a stake of 134,198 shares — an estimated $6.51M sold.

Financial Planners of Cleveland first reported a position in SHAG in Q4 2021 and held it in 2 quarters. The position peaked at $10.9M in Q4 2021. 42 funds tracked by Wall St. Rank hold SHAG as of Q2 2022.

Financial Planners of Cleveland reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 134,198 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2022, an estimated $6.51M.
Financial Planners of Cleveland first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $10.9M in Q4 2021.
42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.