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

Northwestern Mutual Wealth 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 Q3	–	Sell	-350	Closed	-$17K	–	3361
2022 Q2	$17K	Buy	+350	New	+$16.7K	﹤0.01%	2324

Other funds holding SHAG

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

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

PAG

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

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

SFA

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

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

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

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

PCWA

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

Northwestern Mutual Wealth Management's SHAG Position: Q3 2022 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2022, closing a stake of 350 shares — an estimated $17K sold.

Northwestern Mutual Wealth Management first reported a position in SHAG in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 34 funds tracked by Wall St. Rank hold SHAG as of Q3 2022.

Northwestern Mutual Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 350 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2022, an estimated $17K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2022 and held it in 1 quarter.
Northwestern Mutual Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $17K in Q2 2022.
34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.