Insight Advisors’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 | $780K | Buy |
16,290
+49
| +0.3% | +$2.35K | 0.13% | 107 |
|
|
2025
Q1 | $773K | Buy |
16,241
+3,778
| +30% | +$180K | 0.13% | 102 |
|
|
2024
Q4 | $588K | Buy |
12,463
+62
| +0.5% | +$2.93K | 0.1% | 132 |
|
|
2024
Q3 | $595K | Buy |
12,401
+973
| +9% | +$46.7K | 0.1% | 137 |
|
|
2024
Q2 | $536K | Buy |
11,428
+793
| +7% | +$37.2K | 0.1% | 140 |
|
|
2024
Q1 | $501K | Sell |
10,635
-529
| -5% | -$24.9K | 0.1% | 158 |
|
|
2023
Q4 | $528K | Buy |
11,164
+12
| +0.1% | +$568 | 0.11% | 135 |
|
|
2023
Q3 | $516K | Buy |
11,152
+26
| +0.2% | +$1.2K | 0.12% | 132 |
|
|
2023
Q2 | $519K | Sell |
11,126
-69
| -0.6% | -$3.22K | 0.12% | 132 |
|
|
2023
Q1 | $528K | Buy |
11,195
+23
| +0.2% | +$1.09K | 0.12% | 130 |
|
|
2022
Q4 | $522K | Sell |
11,172
-254
| -2% | -$11.9K | 0.18% | 147 |
|
|
2022
Q3 | $528K | Buy |
11,426
+443
| +4% | +$20.5K | 0.21% | 126 |
|
|
2022
Q2 | $527K | Buy |
10,983
+1,738
| +19% | +$83.4K | 0.18% | 145 |
|
|
2022
Q1 | $448K | Sell |
9,245
-1,180
| -11% | -$57.2K | 0.13% | 193 |
|
|
2021
Q4 | $527K | Sell |
10,425
-43
| -0.4% | -$2.17K | 0.16% | 165 |
|
|
2021
Q3 | $533K | Sell |
10,468
-1,185
| -10% | -$60.3K | 0.16% | 166 |
|
|
2021
Q2 | $599K | Sell |
11,653
-756
| -6% | -$38.9K | 0.19% | 143 |
|
|
2021
Q1 | $634K | Buy |
12,409
+1,151
| +10% | +$58.8K | 0.2% | 133 |
|
|
2020
Q4 | $579K | Buy |
+11,258
| New | +$579K | 0.22% | 118 |
|