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Calton & Associates’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Calton & Associates’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
Q2 		– Sell
-4,474
Closed -$229K – 407
2021
Q1 		$229K Buy
4,474
+153
+4% +$8.02K 0.04% 347
2020
Q4 		$232K Buy
+4,321
New +$232K 0.04% 327

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Calton & Associates's AGGY Position: Q2 2021 in Review

Calton & Associates sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2021, closing a stake of 4,474 shares — an estimated $229K sold.

Calton & Associates first reported a position in AGGY in Q4 2020 and held it in 2 quarters. The position peaked at $232K in Q4 2020. 170 funds tracked by Wall St. Rank hold AGGY as of Q2 2021.

  • Calton & Associates reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Calton & Associates sold 4,474 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2021, an estimated $229K.
  • Calton & Associates first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 2 quarters.
  • Calton & Associates's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $232K in Q4 2020.
  • 170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2021.

Based on Calton & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.