Private Wealth Strategies’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Private Wealth Strategies’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
2020 Q1	–	Sell	-39,290	Closed	-$1.98M	–	78
2019 Q4	$1.98M	Buy	+39,290	New	+$1.98M	0.79%	24

Other funds holding SHAG

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

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

PCWA

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PMG

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Private Wealth Strategies's SHAG Position: Q1 2020 in Review

Private Wealth Strategies sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2020, closing a stake of 39,290 shares — an estimated $1.98M sold.

Private Wealth Strategies first reported a position in SHAG in Q4 2019 and held it in 1 quarter. The position peaked at $1.98M in Q4 2019. 22 funds tracked by Wall St. Rank hold SHAG as of Q1 2020.

Private Wealth Strategies reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
Private Wealth Strategies sold 39,290 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2020, an estimated $1.98M.
Private Wealth Strategies first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2019 and held it in 1 quarter.
Private Wealth Strategies's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.98M in Q4 2019.
22 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2020.

Based on Private Wealth Strategies's 13F filing for Q1 2020, filed 4 May 2020.