BDO Wealth Advisors
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BDO Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

BDO 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
2017
Q3 		– Sell
-162
Closed -$8K – 440
2017
Q2 		$8K Buy
+162
New +$8.16K ﹤0.01% 394

Other funds holding AGGY

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BDO Wealth Advisors's AGGY Position: Q3 2017 in Review

BDO Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2017, closing a stake of 162 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in AGGY in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 26 funds tracked by Wall St. Rank hold AGGY as of Q3 2017.

  • BDO Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 162 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2017, an estimated $8K.
  • BDO Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.