Royal Fund Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Royal Fund Management’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	-265	Closed	-$13K	–	657
2019 Q2	$13K	Buy	+265	New	+$13.2K	﹤0.01%	373

Other funds holding SHAG

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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

Royal Fund Management's SHAG Position: Q3 2019 in Review

Royal Fund Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2019, closing a stake of 265 shares — an estimated $13K sold.

Royal Fund Management first reported a position in SHAG in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 24 funds tracked by Wall St. Rank hold SHAG as of Q3 2019.

Royal Fund Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
Royal Fund Management sold 265 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2019, an estimated $13K.
Royal Fund Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2019 and held it in 1 quarter.
Royal Fund Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $13K 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 Royal Fund Management's 13F filing for Q3 2019, filed 8 May 2020.