Goodman Advisory Group’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Goodman Advisory Group’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
2023 Q2	–	Sell	-1,257	Closed	-$59.3K	–	181
2023 Q1	$59.3K	Buy	1,257 +731	+139%	+$34.3K	0.03%	75
2022 Q4	$25K	Sell	526 -11,371	-96%	-$528K	0.01%	91
2022 Q3	$550K	Sell	11,897 -3,226	-21%	-$153K	0.3%	34
2022 Q2	$720K	Buy	+15,123	New	+$723K	0.32%	29

Other funds holding SHAG

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

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

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

PMG

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

Goodman Advisory Group's SHAG Position: Q2 2023 in Review

Goodman Advisory Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2023, closing a stake of 1,257 shares — an estimated $59.3K sold.

Goodman Advisory Group first reported a position in SHAG in Q2 2022 and held it in 4 quarters. The position peaked at $720K in Q2 2022. 40 funds tracked by Wall St. Rank hold SHAG as of Q2 2023.

Goodman Advisory Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Goodman Advisory Group sold 1,257 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2023, an estimated $59.3K.
Goodman Advisory Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2022 and held it in 4 quarters.
Goodman Advisory Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $720K in Q2 2022.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2023.

Based on Goodman Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.