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JD Financial Services’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

JD Financial Services’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
2021
Q4 		$1.97M Buy
+39,060
New +$1.98M 1.63% 15

Other funds holding SHAG

TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPOC
Financial Planners of Cleveland Mayfield Heights, Ohio $238M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

JD Financial Services's SHAG Position: Q4 2021 in Review

JD Financial Services opened a new position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2021: 39,060 shares worth $1.97M. The stake represents 1.63% of the portfolio and ranks #15 among its holdings.

43 funds tracked by Wall St. Rank hold SHAG as of Q4 2021.

  • JD Financial Services held 39,060 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $1.97M as of Q4 2021.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund was a new JD Financial Services position in Q4 2021.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 1.63% of JD Financial Services's portfolio in Q4 2021, its #15 holding.
  • 43 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.