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

OneDigital Investment 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
Q1 		– Sell
-5,278
Closed -$246K – 989
2022
Q4 		$246K Sell
5,278
-241
-4% -$11.2K 0.01% 720
2022
Q3 		$255K Buy
5,519
+12
+0.2% +$569 0.01% 645
2022
Q2 		$262K Sell
5,507
-288
-5% -$13.8K 0.01% 593
2022
Q1 		$281K Sell
5,795
-25,712
-82% -$1.27M 0.01% 616
2021
Q4 		$1.59M Sell
31,507
-1,551
-5% -$78.6K 0.06% 203
2021
Q3 		$1.69M Buy
33,058
+1,241
+4% +$63.6K 0.07% 178
2021
Q2 		$1.63M Sell
31,817
-2,175
-6% -$111K 0.07% 187
2021
Q1 		$1.73M Sell
33,992
-2,316
-6% -$119K 0.08% 168
2020
Q4 		$1.87M Sell
36,308
-4,367
-11% -$225K 0.1% 149
2020
Q3 		$2.1M Sell
40,675
-420
-1% -$21.7K 0.14% 120
2020
Q2 		$2.12M Buy
41,095
+833
+2% +$42.5K 0.15% 127
2020
Q1 		$2.02M Buy
40,262
+6,183
+18% +$312K 0.18% 113
2019
Q4 		$1.72M Buy
34,079
+2,619
+8% +$132K 0.14% 139
2019
Q3 		$1.58M Buy
31,460
+4,549
+17% +$229K 0.14% 130
2019
Q2 		$1.35M Buy
26,911
+4,588
+21% +$229K 0.1% 113
2019
Q1 		$1.11M Buy
+22,323
New +$1.1M 0.16% 105

Other funds holding SHAG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

OneDigital Investment Advisors's SHAG Position: Q1 2023 in Review

OneDigital Investment Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2023, closing a stake of 5,278 shares — an estimated $246K sold.

OneDigital Investment Advisors first reported a position in SHAG in Q1 2019 and held it in 16 quarters. The position peaked at $2.12M in Q2 2020. 40 funds tracked by Wall St. Rank hold SHAG as of Q1 2023.

  • OneDigital Investment Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,278 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2023, an estimated $246K.
  • OneDigital Investment Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2019 and held it in 16 quarters.
  • OneDigital Investment Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $2.12M in Q2 2020.
  • 40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2023.

Based on OneDigital Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.