Koshinski Asset Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Koshinski Asset 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
2022 Q2	–	Sell	-24	Closed	-$1.17K	–	1739
2022 Q1	$1.17K	Hold	24	–	–	﹤0.01%	2045
2021 Q4	$1.22K	Hold	24	–	–	﹤0.01%	2060
2021 Q3	$1.22K	Buy	+24	New	+$1.23K	﹤0.01%	2085

Other funds holding SHAG

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Koshinski Asset Management's SHAG Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2022, closing a stake of 24 shares — an estimated $1.17K sold.

Koshinski Asset Management first reported a position in SHAG in Q3 2021 and held it in 3 quarters. The position peaked at $1.22K in Q3 2021. 42 funds tracked by Wall St. Rank hold SHAG as of Q2 2022.

Koshinski Asset Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 24 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2022, an estimated $1.17K.
Koshinski Asset Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2021 and held it in 3 quarters.
Koshinski Asset Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.22K in Q3 2021.
42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.