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Verus Capital Partners’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Verus Capital Partners’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
2020
Q1 		$6K Sell
126
-1,607
-93% -$81.1K ﹤0.01% 1144
2019
Q4 		$87K Buy
+1,733
New +$87.3K 0.03% 417

Other funds holding SHAG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Verus Capital Partners's SHAG Position: Q1 2020 in Review

Verus Capital Partners reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 93% in Q1 2020, selling an estimated $81.1K and leaving 126 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Verus Capital Partners first reported a position in SHAG in Q4 2019 and has held it in 2 quarters since. The position peaked at $87K in Q4 2019. 22 funds tracked by Wall St. Rank hold SHAG as of Q1 2020.

  • Verus Capital Partners held 126 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $6K as of Q1 2020.
  • Verus Capital Partners sold 1,607 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2020, an estimated $81.1K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1144 holding.
  • Verus Capital Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $87K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.