ProVise Management Group, LLC

Position in SHAG — WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

CIK 1305707 CLEARWATER, FL

All Filings in SHAG

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-09-30 SHAG	$279,178	5,819	-46.1%	Shares	Sole	2024-11-12
2024-06-30 SHAG	$506,399	10,788	-82.4%	Shares	Sole	2024-08-12
2024-03-31 SHAG	$2,889,221	61,354	-4.3%	Shares	Sole	2024-05-09
2023-12-31 SHAG	$3,035,830	64,135	-7.1%	Shares	Sole	2024-02-09
2023-09-30 SHAG	$3,196,234	69,057	-1.9%	Shares	Sole	2023-11-08
2023-06-30 SHAG	$3,281,353	70,370	-1.3%	Shares	Sole	2023-08-24
2023-03-31 SHAG	$3,361,805	71,270	-4.5%	Shares	Sole	2023-05-08
2022-12-31 SHAG	$3,483,915	74,658	-5.2%	Shares	Sole	2023-02-10
2022-09-30 SHAG	$3,641,035	78,737	-0.5%	Shares	Sole	2022-11-09
2022-06-30 SHAG	$3,764,862	79,127	-1.3%	Shares	Sole	2022-08-08
2022-03-31 SHAG	$3,887,659	80,191	-14.2%	Shares	Sole	2022-04-27
2021-12-31 SHAG	$4,722,306	93,474	-0.4%	Shares	Sole	2022-01-18
2021-09-30 SHAG	$4,785,197	93,809	-1.2%	Shares	Sole	2021-10-20
2021-06-30 SHAG	$4,851,054	94,914	-1.4%	Shares	Sole	2021-08-06
2021-03-31 SHAG	$4,907,873	96,280	-0.1%	Shares	Sole	2021-04-22
2020-12-31 SHAG	$4,958,390	96,373	+13.0%	Shares	Sole	2021-01-19
2020-09-30 SHAG	$4,396,633	85,297	+92.8%	Shares	Sole	2020-10-26
2020-06-30 SHAG	$2,279,296	44,241	+109.6%	Shares	Sole	2020-08-07
2020-03-31 SHAG	$1,057,872	21,111	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.