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Capital Asset Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-449
Closed -$24K – 697
2020
Q4 		$24K Buy
+449
New +$24.1K ﹤0.01% 807

Other funds holding AGGY

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MMA
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PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Capital Asset Advisory Services's AGGY Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 449 shares — an estimated $24K sold.

Capital Asset Advisory Services first reported a position in AGGY in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 449 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $24K.
  • Capital Asset Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $24K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.