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BerganKDV Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

BerganKDV Wealth Management’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
-1,087
Closed -$53K – 693
2018
Q3 		$53K Hold
1,087
– – 0.01% 308
2018
Q2 		$53K Buy
+1,087
New +$52.9K 0.01% 312

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

BerganKDV Wealth Management's AGGY Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2018, closing a stake of 1,087 shares — an estimated $53K sold.

BerganKDV Wealth Management first reported a position in AGGY in Q2 2018 and held it in 2 quarters. The position peaked at $53K in Q3 2018. 63 funds tracked by Wall St. Rank hold AGGY as of Q4 2018.

  • BerganKDV Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,087 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2018, an estimated $53K.
  • BerganKDV Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $53K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.