Institute for Wealth Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Institute for Wealth Management’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
2020 Q3	–	Sell	-6,951	Closed	-$358K	–	439
2020 Q2	$358K	Sell	6,951 -322	-4%	-$16.4K	0.09%	295
2020 Q1	$364K	Sell	7,273 -18	-0.2%	-$908	0.11%	244
2019 Q4	$367K	Buy	7,291 +504	+7%	+$25.4K	0.08%	306
2019 Q3	$342K	Buy	6,787 +466	+7%	+$23.5K	0.09%	304
2019 Q2	$318K	Buy	6,321 +400	+7%	+$19.9K	0.07%	340
2019 Q1	$294K	Sell	5,921 -13	-0.2%	-$640	0.06%	341
2018 Q4	$290K	Buy	+5,934	New	+$289K	0.12%	200

Other funds holding SHAG

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

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

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

Institute for Wealth Management's SHAG Position: Q3 2020 in Review

Institute for Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2020, closing a stake of 6,951 shares — an estimated $358K sold.

Institute for Wealth Management first reported a position in SHAG in Q4 2018 and held it in 7 quarters. The position peaked at $367K in Q4 2019. 28 funds tracked by Wall St. Rank hold SHAG as of Q3 2020.

Institute for Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 6,951 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2020, an estimated $358K.
Institute for Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 7 quarters.
Institute for Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $367K in Q4 2019.
28 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.