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SHAG icon

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

Savant Capital’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
Q4 		– Sell
-44,671
Closed -$2.07M – 616
2022
Q3 		$2.07M Buy
44,671
+6,929
+18% +$328K 0.06% 150
2022
Q2 		$1.8M Buy
37,742
+8,738
+30% +$418K 0.05% 158
2022
Q1 		$1.41M Sell
29,004
-1,782
-6% -$88.2K 0.05% 200
2021
Q4 		$1.55M Sell
30,786
-2,537
-8% -$129K 0.05% 192
2021
Q3 		$1.7M Sell
33,323
-1,187
-3% -$60.8K 0.06% 160
2021
Q2 		$1.76M Sell
34,510
-1,657
-5% -$84.7K 0.07% 149
2021
Q1 		$1.84M Sell
36,167
-947
-3% -$48.5K 0.1% 134
2020
Q4 		$1.91M Sell
37,114
-11,604
-24% -$597K 0.11% 118
2020
Q3 		$2.51M Sell
48,718
-1,719
-3% -$88.7K 0.17% 93
2020
Q2 		$2.6M Buy
50,437
+8,471
+20% +$433K 0.2% 84
2020
Q1 		$2.1M Buy
41,966
+20,473
+95% +$1.03M 0.2% 96
2019
Q4 		$1.08M Buy
+21,493
New +$1.08M 0.13% 131

Other funds holding SHAG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Savant Capital's SHAG Position: Q4 2022 in Review

Savant Capital sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2022, closing a stake of 44,671 shares — an estimated $2.07M sold.

Savant Capital first reported a position in SHAG in Q4 2019 and held it in 12 quarters. The position peaked at $2.6M in Q2 2020. 40 funds tracked by Wall St. Rank hold SHAG as of Q4 2022.

  • Savant Capital reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Savant Capital sold 44,671 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2022, an estimated $2.07M.
  • Savant Capital first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2019 and held it in 12 quarters.
  • Savant Capital's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $2.6M in Q2 2020.
  • 40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2022.

Based on Savant Capital's 13F filing for Q4 2022, filed 7 Feb 2023.