Sequoia Financial Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Sequoia Financial Advisors’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
2023 Q2	–	Sell	-6,222	Closed	-$293K	–	995
2023 Q1	$293K	Sell	6,222 -55,139	-90%	-$2.59M	0.01%	631
2022 Q4	$2.86M	Sell	61,361 -23,487	-28%	-$1.09M	0.07%	171
2022 Q3	$3.92M	Sell	84,848 -29,469	-26%	-$1.4M	0.12%	128
2022 Q2	$5.44M	Sell	114,317 -70,001	-38%	-$3.35M	0.15%	109
2022 Q1	$8.94M	Buy	+184,318	New	+$9.12M	0.22%	91

Other funds holding SHAG

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

PMG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

Sequoia Financial Advisors's SHAG Position: Q2 2023 in Review

Sequoia Financial Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2023, closing a stake of 6,222 shares — an estimated $293K sold.

Sequoia Financial Advisors first reported a position in SHAG in Q1 2022 and held it in 5 quarters. The position peaked at $8.94M in Q1 2022. 40 funds tracked by Wall St. Rank hold SHAG as of Q2 2023.

Sequoia Financial Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Sequoia Financial Advisors sold 6,222 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2023, an estimated $293K.
Sequoia Financial Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2022 and held it in 5 quarters.
Sequoia Financial Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $8.94M in Q1 2022.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2023.

Based on Sequoia Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.