First Heartland Consultants’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-5,491	Closed	-$281K	–	412
2021 Q2	$281K	Sell	5,491 -6,058	-52%	-$310K	0.04%	298
2021 Q1	$589K	Buy	+11,549	New	+$592K	0.09%	176

Other funds holding SHAG

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

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

CAN

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

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

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

KAS

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

PMG

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

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

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

PCWA

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

First Heartland Consultants's SHAG Position: Q3 2021 in Review

First Heartland Consultants sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2021, closing a stake of 5,491 shares — an estimated $281K sold.

First Heartland Consultants first reported a position in SHAG in Q1 2021 and held it in 2 quarters. The position peaked at $589K in Q1 2021. 36 funds tracked by Wall St. Rank hold SHAG as of Q3 2021.

First Heartland Consultants reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2021 after selling out during the quarter.
First Heartland Consultants sold 5,491 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2021, an estimated $281K.
First Heartland Consultants first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2021 and held it in 2 quarters.
First Heartland Consultants's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $589K in Q1 2021.
36 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2021.

Based on First Heartland Consultants's 13F filing for Q3 2021, filed 15 Nov 2021.