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

TrueWealth 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
2022 Q2	–	Sell	-3,977	Closed	-$201K	–	192
2022 Q1	$201K	Hold	3,977	–	–	0.09%	176
2021 Q4	$201K	Sell	3,977 -285	-7%	-$14.5K	0.09%	176
2021 Q3	$217K	Hold	4,262	–	–	0.12%	131
2021 Q2	$218K	Sell	4,262 -59	-1%	-$3.02K	0.13%	121
2021 Q1	$221K	Hold	4,321	–	–	0.14%	110
2020 Q4	$222K	Buy	+4,321	New	+$222K	0.19%	76

Other funds holding SHAG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TrueWealth Advisors's SHAG Position: Q2 2022 in Review

TrueWealth Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2022, closing a stake of 3,977 shares — an estimated $201K sold.

TrueWealth Advisors first reported a position in SHAG in Q4 2020 and held it in 6 quarters. The position peaked at $222K in Q4 2020. 42 funds tracked by Wall St. Rank hold SHAG as of Q2 2022.

TrueWealth Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 3,977 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2022, an estimated $201K.
TrueWealth Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2020 and held it in 6 quarters.
TrueWealth Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $222K in Q4 2020.
42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.