HF Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
20,172
-786
| -4% | -$37.6K | 0.38% | 94 |
|
|
2025
Q1 | $998K | Buy |
20,958
+993
| +5% | +$47.3K | 0.44% | 92 |
|
|
2024
Q4 | $942K | Buy |
19,965
+1,757
| +10% | +$82.9K | 0.43% | 86 |
|
|
2024
Q3 | $874K | Buy |
18,208
+736
| +4% | +$35.3K | 0.41% | 91 |
|
|
2024
Q2 | $820K | Buy |
17,472
+2,291
| +15% | +$108K | 0.42% | 86 |
|
|
2024
Q1 | $715K | Buy |
15,181
+1,263
| +9% | +$59.5K | 0.4% | 88 |
|
|
2023
Q4 | $659K | Sell |
13,918
-23,850
| -63% | -$1.13M | 0.42% | 87 |
|
|
2023
Q3 | $1.74M | Buy |
37,768
+664
| +2% | +$30.7K | 1.29% | 16 |
|
|
2023
Q2 | $1.73M | Buy |
37,104
+3,405
| +10% | +$159K | 1.37% | 16 |
|
|
2023
Q1 | $1.59M | Buy |
33,699
+4,985
| +17% | +$235K | 1.41% | 16 |
|
|
2022
Q4 | $1.34M | Buy |
+28,714
| New | +$1.34M | 1.35% | 16 |
|