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Advisor Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisor Group’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
2019
Q4 		$7.44M Buy
142,407
+26,307
+23% +$1.37M 0.05% 300
2019
Q3 		$6.07M Buy
116,100
+21,276
+22% +$1.11M 0.04% 357
2019
Q2 		$4.86M Buy
94,824
+36,666
+63% +$1.84M 0.04% 391
2019
Q1 		$2.9M Buy
58,158
+57,533
+9,205% +$2.81M 0.02% 569
2018
Q4 		$30K Sell
625
-80
-11% -$3.82K ﹤0.01% 3524
2018
Q3 		$34K Sell
705
-400
-36% -$19.4K ﹤0.01% 3543
2018
Q2 		$53K Hold
1,105
– – ﹤0.01% 3052
2018
Q1 		$54K Hold
1,105
– – ﹤0.01% 2994
2017
Q4 		$56K Hold
1,105
– – ﹤0.01% 2993
2017
Q3 		$56K Hold
1,105
– – ﹤0.01% 2857
2017
Q2 		$55K Buy
1,105
+125
+13% +$6.3K ﹤0.01% 2772
2017
Q1 		$49K Hold
980
– – ﹤0.01% 2711
2016
Q4 		$49K Hold
980
– – ﹤0.01% 2627
2016
Q3 		$51K Buy
980
+700
+250% +$36.4K ﹤0.01% 2525
2016
Q2 		$14K Buy
+280
New +$14.3K ﹤0.01% 3280

Other funds holding AGGY

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisor Group's AGGY Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 23% in Q4 2019, buying an estimated $1.37M and bringing the position to 142,407 shares worth $7.44M. The position accounts for 0.05% of the portfolio, ranked #300.

Advisor Group first reported a position in AGGY in Q2 2016 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold AGGY as of Q4 2019.

  • Advisor Group held 142,407 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $7.44M as of Q4 2019.
  • Advisor Group bought 26,307 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2019, an estimated $1.37M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.05% of Advisor Group's portfolio in Q4 2019, its #300 holding.
  • Advisor Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2016 and has held it in 15 quarters since.
  • 128 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.