Cardan Capital Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cardan Capital Partners’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 Q3	$30.1M	Buy	579,760 +1,996	+0.3%	+$105K	3.37%	3
2021 Q2	$30.2M	Buy	+577,764	New	+$29.9M	3.36%	3
2020 Q1	–	Sell	-57,423	Closed	-$3M	–	190
2019 Q4	$3M	Buy	57,423 +429	+0.8%	+$22.4K	0.4%	69
2019 Q3	$2.98M	Buy	56,994 +361	+0.6%	+$18.8K	0.43%	65
2019 Q2	$2.9M	Buy	56,633 +1,081	+2%	+$54.3K	0.44%	64
2019 Q1	$2.77M	Buy	55,552 +2,655	+5%	+$130K	0.45%	63
2018 Q4	$2.55M	Buy	+52,897	New	+$2.52M	0.45%	62

Other funds holding AGGY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cardan Capital Partners's AGGY Position: Q3 2021 in Review

Cardan Capital Partners increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.35% in Q3 2021, buying an estimated $105K and bringing the position to 579,760 shares worth $30.1M. The position accounts for 3.37% of the portfolio, ranked #3.

Cardan Capital Partners first reported a position in AGGY in Q4 2018 and has held it in 7 quarters since. The position peaked at $30.2M in Q2 2021. 162 funds tracked by Wall St. Rank hold AGGY as of Q3 2021.

Cardan Capital Partners held 579,760 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $30.1M as of Q3 2021.
Cardan Capital Partners bought 1,996 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2021, an estimated $105K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 3.37% of Cardan Capital Partners's portfolio in Q3 2021, its #3 holding.
Cardan Capital Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 7 quarters since.
Cardan Capital Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $30.2M in Q2 2021.
162 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.