Advisors Preferred’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisors Preferred’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
2020 Q4	–	Sell	-1,980	Closed	-$107K	–	167
2020 Q3	$107K	Sell	1,980 -526	-21%	-$28.5K	0.02%	114
2020 Q2	$135K	Buy	2,506 +908	+57%	+$48.3K	0.04%	103
2020 Q1	$83K	Buy	+1,598	New	+$83.7K	0.05%	81
2019 Q4	–	Sell	-3,159	Closed	-$165K	–	227
2019 Q3	$165K	Buy	+3,159	New	+$164K	0.04%	86

Other funds holding AGGY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Advisors Preferred's AGGY Position: Q4 2020 in Review

Advisors Preferred sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2020, closing a stake of 1,980 shares — an estimated $107K sold.

Advisors Preferred first reported a position in AGGY in Q3 2019 and held it in 4 quarters. The position peaked at $165K in Q3 2019. 166 funds tracked by Wall St. Rank hold AGGY as of Q4 2020.

Advisors Preferred reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2020 after selling out during the quarter.
Advisors Preferred sold 1,980 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2020, an estimated $107K.
Advisors Preferred first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 4 quarters.
Advisors Preferred's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $165K in Q3 2019.
166 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2020.

Based on Advisors Preferred's 13F filing for Q4 2020, filed 3 Feb 2021.