Intelligence Driven Advisers’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-4,991	Closed	-$251K	–	93
2019 Q4	$251K	Sell	4,991 -10,757	-68%	-$542K	0.11%	77
2019 Q3	$793K	Sell	15,748 -76,802	-83%	-$3.87M	0.38%	42
2019 Q2	$4.65M	Sell	92,550 -130,390	-58%	-$6.5M	2.21%	16
2019 Q1	$11.1M	Buy	222,940 +12,901	+6%	+$635K	6.06%	4
2018 Q4	$10.3M	Buy	+210,039	New	+$10.2M	6.5%	2

Other funds holding SHAG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PMG

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Intelligence Driven Advisers's SHAG Position: Q1 2020 in Review

Intelligence Driven Advisers sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2020, closing a stake of 4,991 shares — an estimated $251K sold.

Intelligence Driven Advisers first reported a position in SHAG in Q4 2018 and held it in 5 quarters. The position peaked at $11.1M in Q1 2019. 22 funds tracked by Wall St. Rank hold SHAG as of Q1 2020.

Intelligence Driven Advisers reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 4,991 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2020, an estimated $251K.
Intelligence Driven Advisers first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 5 quarters.
Intelligence Driven Advisers's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $11.1M in Q1 2019.
22 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2020.

Based on Intelligence Driven Advisers's 13F filing for Q1 2020, filed 4 Sep 2020.