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

WealthShield 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
2019
Q2 		– Sell
-4
Closed – – 272
2019
Q1 		$0 Hold
4
– – ﹤0.01% 284
2018
Q4 		$0 Buy
+4
New +$195 ﹤0.01% 276

Other funds holding SHAG

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IDA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return

WealthShield Partners's SHAG Position: Q2 2019 in Review

WealthShield Partners sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2019, closing a stake of 4 shares.

WealthShield Partners first reported a position in SHAG in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 21 funds tracked by Wall St. Rank hold SHAG as of Q2 2019.

  • WealthShield Partners reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • WealthShield Partners sold 4 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2019.
  • WealthShield Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 2 quarters.
  • WealthShield Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $0 in Q1 2019.
  • 21 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.