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

Merit Financial Group’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	-16,305	Closed	-$790K	–	600
2022 Q1	$790K	Buy	+16,305	New	+$807K	0.05%	179

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

Merit Financial Group's SHAG Position: Q2 2022 in Review

Merit Financial Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2022, closing a stake of 16,305 shares — an estimated $790K sold.

Merit Financial Group first reported a position in SHAG in Q1 2022 and held it in 1 quarter. The position peaked at $790K in Q1 2022. 42 funds tracked by Wall St. Rank hold SHAG as of Q2 2022.

Merit Financial Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
Merit Financial Group sold 16,305 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2022, an estimated $790K.
Merit Financial Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2022 and held it in 1 quarter.
Merit Financial Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $790K in Q1 2022.
42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2022.

Based on Merit Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.