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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-134,198	Closed	-$6.51M	–	40
2022 Q1	$6.51M	Sell	134,198 -82,324	-38%	-$3.99M	2.73%	13
2021 Q4	$10.9M	Buy	+216,522	New	+$10.9M	4.42%	6