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

Ladenburg Thalmann 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
2019 Q4	$3K	Sell	563 -120	-18%	-$6.05K	﹤0.01%	4980
2019 Q3	$34K	Buy	683 +179	+36%	+$9.02K	﹤0.01%	3698
2019 Q2	$25K	Buy	504 +7	+1%	+$349	﹤0.01%	3923
2019 Q1	$25K	Hold	497	–	–	﹤0.01%	3862
2018 Q4	$25K	Buy	497 +52	+12%	+$2.53K	﹤0.01%	3733
2018 Q3	$22K	Buy	445 +39	+10%	+$1.91K	﹤0.01%	3849
2018 Q2	$20K	Hold	406	–	–	﹤0.01%	3828
2018 Q1	$20K	Buy	+406	New	+$20K	﹤0.01%	3828

Other funds holding SHAG

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

PCWA

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

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OIA

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

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

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

PMG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SHAG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 18% in Q4 2019, selling an estimated $6.05K and leaving 563 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4980.

Ladenburg Thalmann Financial Services first reported a position in SHAG in Q1 2018 and has held it in 8 quarters since. The position peaked at $34K in Q3 2019. 25 funds tracked by Wall St. Rank hold SHAG as of Q4 2019.

Ladenburg Thalmann Financial Services held 563 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $3K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 120 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2019, an estimated $6.05K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4980 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $34K in Q3 2019.
25 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.