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B. Riley Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

B. Riley Wealth Advisors’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
2021
Q1 		– Sell
-16,007
Closed -$860K – 1347
2020
Q4 		$860K Buy
16,007
+432
+3% +$23.2K 0.05% 372
2020
Q3 		$839K Sell
15,575
-251
-2% -$13.6K 0.04% 356
2020
Q2 		$852K Buy
15,826
+8
+0.1% +$425 0.06% 311
2020
Q1 		$817K Buy
15,818
+2,363
+18% +$124K 0.07% 276
2019
Q4 		$704K Buy
13,455
+1,013
+8% +$52.9K 0.06% 320
2019
Q3 		$651K Buy
12,442
+1,464
+13% +$76.1K 0.06% 324
2019
Q2 		$563K Buy
+10,978
New +$551K 0.06% 335

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

B. Riley Wealth Advisors's AGGY Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 16,007 shares — an estimated $860K sold.

B. Riley Wealth Advisors first reported a position in AGGY in Q2 2019 and held it in 7 quarters. The position peaked at $860K in Q4 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

  • B. Riley Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,007 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $860K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and held it in 7 quarters.
  • B. Riley Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $860K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.