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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$293K	Sell
2022 Q4	$2.86M	Sell
2022 Q3	$3.92M	Sell
2022 Q2	$5.44M	Sell
2022 Q1	$8.94M	Buy