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

SFMG Wealth 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
2021 Q2	–	Sell	-4,000	Closed	-$204K	–	273
2021 Q1	$204K	Sell	4,000 -1,000	-20%	-$51.2K	0.02%	224
2020 Q4	$257K	Buy	5,000 +1,000	+25%	+$51.5K	0.03%	184
2020 Q3	$206K	Buy	+4,000	New	+$206K	0.03%	167

Other funds holding SHAG

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PMG

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

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

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

KAS

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

SFMG Wealth Advisors's SHAG Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2021, closing a stake of 4,000 shares — an estimated $204K sold.

SFMG Wealth Advisors first reported a position in SHAG in Q3 2020 and held it in 3 quarters. The position peaked at $257K in Q4 2020. 32 funds tracked by Wall St. Rank hold SHAG as of Q2 2021.

SFMG Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 4,000 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2021, an estimated $204K.
SFMG Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2020 and held it in 3 quarters.
SFMG Wealth Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $257K in Q4 2020.
32 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.