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

Patriot Financial Group Insurance Agency’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	-137	Closed	-$7K	–	1681
2022 Q2	$7K	Hold	137	–	–	﹤0.01%	1387
2022 Q1	$7K	Sell	137 -91	-40%	-$4.5K	﹤0.01%	1510
2021 Q4	$12K	Hold	228	–	–	﹤0.01%	1435
2021 Q3	$12K	Hold	228	–	–	﹤0.01%	1413
2021 Q2	$12K	Sell	228 -221	-49%	-$11.3K	﹤0.01%	1386
2021 Q1	$23K	Sell	449 -1	-0.2%	-$51	0.01%	1040
2020 Q4	$23K	Hold	450	–	–	0.01%	931
2020 Q3	$23K	Hold	450	–	–	0.01%	754
2020 Q2	$23K	Sell	450 -5	-1%	-$255	0.01%	712
2020 Q1	$23K	Sell	455 -4,011	-90%	-$202K	0.01%	626
2019 Q4	$225K	Buy	4,466 +142	+3%	+$7.15K	0.08%	203
2019 Q3	$218K	Buy	4,324 +1,025	+31%	+$51.6K	0.1%	192
2019 Q2	$166K	Buy	3,299 +614	+23%	+$30.6K	0.07%	219
2019 Q1	$133K	Buy	2,685 +1,113	+71%	+$54.8K	0.07%	221
2018 Q4	$77K	Buy	+1,572	New	+$76.5K	0.05%	253

Other funds holding SHAG

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.49B AUM 21.79% 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

Patriot Financial Group Insurance Agency's SHAG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2022, closing a stake of 137 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SHAG in Q4 2018 and held it in 15 quarters. The position peaked at $225K in Q4 2019. 34 funds tracked by Wall St. Rank hold SHAG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 137 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $225K in Q4 2019.
34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.