Glen Eagle Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Glen Eagle Advisors’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
2024 Q3	–	Sell	-131	Closed	-$6.15K	–	1181
2024 Q2	$6.15K	Hold	131	–	–	﹤0.01%	731
2024 Q1	$6.17K	Hold	131	–	–	﹤0.01%	740
2023 Q4	$6.2K	Sell	131 -266	-67%	-$12.4K	﹤0.01%	706
2023 Q3	$18.4K	Hold	397	–	–	﹤0.01%	538
2023 Q2	$18.5K	Hold	397	–	–	﹤0.01%	541
2023 Q1	$18.7K	Hold	397	–	–	﹤0.01%	524
2022 Q4	$18.5K	Sell	397 -110	-22%	-$5.11K	0.01%	508
2022 Q3	$23.4K	Sell	507 -4	-0.8%	-$190	0.01%	459
2022 Q2	$24.3K	Hold	511	–	–	0.01%	467
2022 Q1	$24.8K	Hold	511	–	–	0.01%	479
2021 Q4	$25.8K	Hold	511	–	–	0.01%	470
2021 Q3	$26.1K	Hold	511	–	–	0.01%	501
2021 Q2	$26.1K	Hold	511	–	–	0.01%	502
2021 Q1	$26K	Hold	511	–	–	0.01%	466
2020 Q4	$26.3K	Hold	511	–	–	0.01%	441
2020 Q3	$26.3K	Hold	511	–	–	0.01%	415
2020 Q2	$26.3K	Hold	511	–	–	0.01%	392
2020 Q1	$25.6K	Hold	511	–	–	0.02%	363
2019 Q4	$25.7K	Buy	511 +401	+365%	+$20.2K	0.01%	428
2019 Q3	$5.54K	Buy	+110	New	+$5.54K	﹤0.01%	621

Other funds holding SHAG

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Glen Eagle Advisors's SHAG Position: Q3 2024 in Review

Glen Eagle Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2024, closing a stake of 131 shares — an estimated $6.15K sold.

Glen Eagle Advisors first reported a position in SHAG in Q3 2019 and held it in 20 quarters. The position peaked at $26.3K in Q3 2020. 36 funds tracked by Wall St. Rank hold SHAG as of Q3 2024.

Glen Eagle Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
Glen Eagle Advisors sold 131 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2024, an estimated $6.15K.
Glen Eagle Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2019 and held it in 20 quarters.
Glen Eagle Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $26.3K in Q3 2020.
36 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2024.

Based on Glen Eagle Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.