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

Sowell Financial Services’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	-970	Closed	-$50K	–	2336
2021 Q1	$50K	Hold	970	–	–	﹤0.01%	1663
2020 Q4	$50K	Hold	970	–	–	﹤0.01%	1405
2020 Q3	$50K	Buy	+970	New	+$50.1K	﹤0.01%	1202
2020 Q2	–	Sell	-1	Closed	–	–	2645
2020 Q1	$0	Sell	1 -2,343	-100%	-$118K	﹤0.01%	2663
2019 Q4	$118K	Buy	2,344 +301	+15%	+$15.2K	0.01%	864
2019 Q3	$103K	Buy	+2,043	New	+$103K	0.01%	823

Other funds holding SHAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.49B AUM 21.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PCWA

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

KAS

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

Sowell Financial Services's SHAG Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2021, closing a stake of 970 shares — an estimated $50K sold.

Sowell Financial Services first reported a position in SHAG in Q3 2019 and held it in 6 quarters. The position peaked at $118K in Q4 2019. 32 funds tracked by Wall St. Rank hold SHAG as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 970 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2021, an estimated $50K.
Sowell Financial Services first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $118K in Q4 2019.
32 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.