Heritage Wealth Management (Arizona)’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$11.1K	Buy	238 +119	+100%	+$5.53K	﹤0.01%	762
2022 Q3	$6K	Sell	119 -15	-11%	-$711	﹤0.01%	738
2022 Q2	$6.38K	Hold	134	–	–	﹤0.01%	735
2022 Q1	$6K	Buy	+134	New	+$6.63K	﹤0.01%	778
2021 Q3	$12K	Sell	242 -28	-10%	-$1.43K	﹤0.01%	636
2021 Q2	$14K	Buy	+270	New	+$13.8K	0.01%	614

Other funds holding SHAG

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

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

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

PMG

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

SFA

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

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

PAG

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

HAG

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

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

Heritage Wealth Management (Arizona)'s SHAG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 100% in Q4 2022, buying an estimated $5.53K and bringing the position to 238 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Heritage Wealth Management (Arizona) first reported a position in SHAG in Q2 2021 and has held it in 6 quarters since. The position peaked at $14K in Q2 2021. 40 funds tracked by Wall St. Rank hold SHAG as of Q4 2022.

Heritage Wealth Management (Arizona) held 238 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $11.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 119 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2022, an estimated $5.53K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #762 holding.
Heritage Wealth Management (Arizona) first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $14K in Q2 2021.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.