Mutual Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Mutual Advisors’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
2023 Q2	–	Sell	-18,258	Closed	-$861K	–	1059
2023 Q1	$861K	Sell	18,258 -2,094	-10%	-$98.3K	0.04%	467
2022 Q4	$950K	Sell	20,352 -9,629	-32%	-$447K	0.04%	419
2022 Q3	$1.39M	Buy	29,981 +5,217	+21%	+$247K	0.07%	284
2022 Q2	$1.18M	Sell	24,764 -4,971	-17%	-$238K	0.08%	294
2022 Q1	$1.44M	Buy	29,735 +19,367	+187%	+$958K	0.08%	274
2021 Q4	$524K	Sell	10,368 -13	-0.1%	-$659	0.03%	569
2021 Q3	$530K	Buy	+10,381	New	+$532K	0.03%	523

Other funds holding SHAG

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

PMG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

Mutual Advisors's SHAG Position: Q2 2023 in Review

Mutual Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2023, closing a stake of 18,258 shares — an estimated $861K sold.

Mutual Advisors first reported a position in SHAG in Q3 2021 and held it in 7 quarters. The position peaked at $1.44M in Q1 2022. 40 funds tracked by Wall St. Rank hold SHAG as of Q2 2023.

Mutual Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Mutual Advisors sold 18,258 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2023, an estimated $861K.
Mutual Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2021 and held it in 7 quarters.
Mutual Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.44M in Q1 2022.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.