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

WealthPLAN 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
2023
Q3 		– Sell
-428
Closed -$20K – 1014
2023
Q2 		$20K Buy
+428
New +$20.1K ﹤0.01% 679

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 $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's SHAG Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2023, closing a stake of 428 shares — an estimated $20K sold.

WealthPLAN Partners first reported a position in SHAG in Q2 2023 and held it in 1 quarter. The position peaked at $20K in Q2 2023. 39 funds tracked by Wall St. Rank hold SHAG as of Q3 2023.

  • WealthPLAN Partners reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 428 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2023, an estimated $20K.
  • WealthPLAN Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $20K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.