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

Team Financial Group’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
2024 Q1	–	Sell	-1,861	Closed	-$88.1K	–	177
2023 Q4	$88.1K	Hold	1,861	–	–	0.06%	48
2023 Q3	$86.1K	Buy	+1,861	New	+$86.7K	0.07%	46

Other funds holding SHAG

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

PCIA

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Team Financial Group's SHAG Position: Q1 2024 in Review

Team Financial Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2024, closing a stake of 1,861 shares — an estimated $88.1K sold.

Team Financial Group first reported a position in SHAG in Q3 2023 and held it in 2 quarters. The position peaked at $88.1K in Q4 2023. 40 funds tracked by Wall St. Rank hold SHAG as of Q1 2024.

Team Financial Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
Team Financial Group sold 1,861 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2024, an estimated $88.1K.
Team Financial Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2023 and held it in 2 quarters.
Team Financial Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $88.1K in Q4 2023.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.