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

Pinnacle Advisory 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
2021 Q1	$964K	Buy	18,912 +7,974	+73%	+$408K	0.04%	120
2020 Q4	$563K	Buy	10,938 +5,809	+113%	+$299K	0.03%	122
2020 Q3	$264K	Buy	+5,129	New	+$265K	0.02%	154

Other funds holding SHAG

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

PCWA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Pinnacle Advisory Group's SHAG Position: Q1 2021 in Review

Pinnacle Advisory Group increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 73% in Q1 2021, buying an estimated $408K and bringing the position to 18,912 shares worth $964K. The position accounts for 0.04% of the portfolio, ranked #120.

Pinnacle Advisory Group first reported a position in SHAG in Q3 2020 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2021.

Pinnacle Advisory Group held 18,912 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $964K as of Q1 2021.
Pinnacle Advisory Group bought 7,974 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2021, an estimated $408K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.04% of Pinnacle Advisory Group's portfolio in Q1 2021, its #120 holding.
Pinnacle Advisory Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2020 and has held it in 3 quarters since.
33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.