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

Rehmann Capital 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
2019 Q3	–	Sell	-130	Closed	-$6.54K	–	2042
2019 Q2	$6.54K	Buy	+130	New	+$6.48K	﹤0.01%	1475
2019 Q1	–	Sell	-120	Closed	-$5.86K	–	2138
2018 Q4	$5.86K	Buy	+120	New	+$5.84K	﹤0.01%	1208

Other funds holding SHAG

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

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

OIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

PMG

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IFWM

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

Rehmann Capital Advisory Group's SHAG Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2019, closing a stake of 130 shares — an estimated $6.54K sold.

Rehmann Capital Advisory Group first reported a position in SHAG in Q4 2018 and held it in 2 quarters. The position peaked at $6.54K in Q2 2019. 24 funds tracked by Wall St. Rank hold SHAG as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 130 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2019, an estimated $6.54K.
Rehmann Capital Advisory Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 2 quarters.
Rehmann Capital Advisory Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $6.54K in Q2 2019.
24 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.