Apollon Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Apollon Wealth 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 Q3	–	Sell	-2,811	Closed	-$151K	–	176
2020 Q2	$151K	Buy	+2,811	New	+$149K	0.08%	142
2020 Q1	–	Sell	-34,235	Closed	-$1.8M	–	62
2019 Q4	$1.8M	Buy	34,235 +5,884	+21%	+$307K	1.59%	14
2019 Q3	$1.48M	Buy	28,351 +1,435	+5%	+$74.6K	1.55%	14
2019 Q2	$1.38M	Buy	26,916 +1,021	+4%	+$51.3K	1.58%	13
2019 Q1	$1.29M	Sell	25,895 -84,524	-77%	-$4.13M	1.7%	14
2018 Q4	$5.4M	Buy	+110,419	New	+$5.27M	4.98%	11

Other funds holding AGGY

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MMA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Apollon Wealth Management's AGGY Position: Q3 2020 in Review

Apollon Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2020, closing a stake of 2,811 shares — an estimated $151K sold.

Apollon Wealth Management first reported a position in AGGY in Q4 2018 and held it in 6 quarters. The position peaked at $5.4M in Q4 2018. 147 funds tracked by Wall St. Rank hold AGGY as of Q3 2020.

Apollon Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
Apollon Wealth Management sold 2,811 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2020, an estimated $151K.
Apollon Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 6 quarters.
Apollon Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.4M in Q4 2018.
147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.