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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

SFA

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.