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20/20 Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

20/20 Capital Management’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,855
Closed -$453K – 168
2021
Q1 		$453K Sell
8,855
-3,353
-27% -$176K 0.13% 105
2020
Q4 		$649K Sell
12,208
-20,475
-63% -$1.1M 0.19% 90
2020
Q3 		$1.76M Buy
32,683
+222
+0.7% +$12K 0.66% 29
2020
Q2 		$1.77M Sell
32,461
-9,564
-23% -$508K 0.68% 28
2020
Q1 		$2.22M Sell
42,025
-2,761
-6% -$145K 1% 22
2019
Q4 		$2.38M Buy
+44,786
New +$2.34M 0.96% 21

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

20/20 Capital Management's AGGY Position: Q2 2021 in Review

20/20 Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2021, closing a stake of 8,855 shares — an estimated $453K sold.

20/20 Capital Management first reported a position in AGGY in Q4 2019 and held it in 6 quarters. The position peaked at $2.38M in Q4 2019. 170 funds tracked by Wall St. Rank hold AGGY as of Q2 2021.

  • 20/20 Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • 20/20 Capital Management sold 8,855 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2021, an estimated $453K.
  • 20/20 Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 6 quarters.
  • 20/20 Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.38M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.