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Avantax Planning Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-127
Closed -$6K – 297
2018
Q3 		$6K Buy
+127
New +$6.17K ﹤0.01% 1007

Other funds holding AGGY

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Avantax Planning Partners's AGGY Position: Q4 2018 in Review

Avantax Planning Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2018, closing a stake of 127 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in AGGY in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 63 funds tracked by Wall St. Rank hold AGGY as of Q4 2018.

  • Avantax Planning Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 127 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.