Barber Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Barber Financial Group’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	-96,130	Closed	-$4.65M	–	134
2018 Q3	$4.65M	Buy	96,130 +4,470	+5%	+$217K	1.12%	23
2018 Q2	$4.44M	Sell	91,660 -30,326	-25%	-$1.48M	1.29%	22
2018 Q1	$6.01M	Sell	121,986 -24,937	-17%	-$1.24M	1.6%	18
2017 Q4	$7.45M	Buy	+146,923	New	+$7.45M	1.89%	16

Other funds holding AGGY

3AM

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

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 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

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

Barber Financial Group's AGGY Position: Q4 2018 in Review

Barber Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2018, closing a stake of 96,130 shares — an estimated $4.65M sold.

Barber Financial Group first reported a position in AGGY in Q4 2017 and held it in 4 quarters. The position peaked at $7.45M in Q4 2017. 63 funds tracked by Wall St. Rank hold AGGY as of Q4 2018.

Barber Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
Barber Financial Group sold 96,130 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2018, an estimated $4.65M.
Barber Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and held it in 4 quarters.
Barber Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.45M in Q4 2017.
63 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2018.

Based on Barber Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.