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

Wealthcare Advisory 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
2024 Q3	–	Sell	-4,716	Closed	-$221K	–	898
2024 Q2	$221K	Sell	4,716 -5,660	-55%	-$266K	0.01%	758
2024 Q1	$489K	Sell	10,376 -331	-3%	-$15.6K	0.02%	545
2023 Q4	$507K	Sell	10,707 -3,606	-25%	-$168K	0.02%	485
2023 Q3	$662K	Buy	14,313 +467	+3%	+$21.7K	0.03%	365
2023 Q2	$646K	Buy	13,846 +2,148	+18%	+$101K	0.03%	382
2023 Q1	$552K	Buy	11,698 +6,354	+119%	+$298K	0.02%	431
2022 Q4	$249K	Buy	5,344 +218	+4%	+$10.1K	0.01%	583
2022 Q3	$237K	Buy	+5,126	New	+$243K	0.01%	533

Other funds holding SHAG

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

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

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

PAG

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

KAS

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

FTUS

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

PCIA

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

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Wealthcare Advisory Partners's SHAG Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2024, closing a stake of 4,716 shares — an estimated $221K sold.

Wealthcare Advisory Partners first reported a position in SHAG in Q3 2022 and held it in 8 quarters. The position peaked at $662K in Q3 2023. 36 funds tracked by Wall St. Rank hold SHAG as of Q3 2024.

Wealthcare Advisory Partners reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,716 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2024, an estimated $221K.
Wealthcare Advisory Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2022 and held it in 8 quarters.
Wealthcare Advisory Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $662K in Q3 2023.
36 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.