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

AlphaStar 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
2020
Q1 		– Sell
-12,223
Closed -$639K – 181
2019
Q4 		$639K Buy
12,223
+601
+5% +$31.4K 0.14% 108
2019
Q3 		$608K Buy
11,622
+2,121
+22% +$110K 0.15% 106
2019
Q2 		$487K Buy
+9,501
New +$477K 0.12% 116

Other funds holding AGGY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

AlphaStar Capital Management's AGGY Position: Q1 2020 in Review

AlphaStar Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2020, closing a stake of 12,223 shares — an estimated $639K sold.

AlphaStar Capital Management first reported a position in AGGY in Q2 2019 and held it in 3 quarters. The position peaked at $639K in Q4 2019. 139 funds tracked by Wall St. Rank hold AGGY as of Q1 2020.

  • AlphaStar Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • AlphaStar Capital Management sold 12,223 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2020, an estimated $639K.
  • AlphaStar Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and held it in 3 quarters.
  • AlphaStar Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $639K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2020.

Based on AlphaStar Capital Management's 13F filing for Q1 2020, filed 5 May 2020.