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Center for Financial Planning’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-41
Closed -$2K – 448
2020
Q1 		$2K Buy
+41
New +$2.15K ﹤0.01% 480

Other funds holding AGGY

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Center for Financial Planning's AGGY Position: Q2 2020 in Review

Center for Financial Planning sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2020, closing a stake of 41 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in AGGY in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 142 funds tracked by Wall St. Rank hold AGGY as of Q2 2020.

  • Center for Financial Planning reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 41 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2020, an estimated $2K.
  • Center for Financial Planning first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2K in Q1 2020.
  • 142 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.