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

Strategic Financial Concepts’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
Q4 		– Sell
-4,747
Closed -$220K – 244
2023
Q3 		$220K Sell
4,747
-731
-13% -$34K 0.07% 230
2023
Q2 		$255K Hold
5,478
– – 0.09% 193
2023
Q1 		$258K Buy
+5,478
New +$257K 0.1% 172

Other funds holding SHAG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Financial Concepts's SHAG Position: Q4 2023 in Review

Strategic Financial Concepts sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2023, closing a stake of 4,747 shares — an estimated $220K sold.

Strategic Financial Concepts first reported a position in SHAG in Q1 2023 and held it in 3 quarters. The position peaked at $258K in Q1 2023. 40 funds tracked by Wall St. Rank hold SHAG as of Q4 2023.

  • Strategic Financial Concepts reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 4,747 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2023, an estimated $220K.
  • Strategic Financial Concepts first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $258K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2023.

Based on Strategic Financial Concepts's 13F filing for Q4 2023, filed 18 Jan 2024.