Claraphi Advisory Network’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Claraphi Advisory Network’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	-3,049	Closed	-$157K	–	306
2020 Q1	$157K	Sell	3,049 -3,346	-52%	-$175K	0.07%	241
2019 Q4	$334K	Sell	6,395 -1,038	-14%	-$54.2K	0.2%	124
2019 Q3	$389K	Sell	7,433 -275	-4%	-$14.3K	0.24%	97
2019 Q2	$395K	Sell	7,708 -66	-0.8%	-$3.31K	0.23%	110
2019 Q1	$387K	Sell	7,774 -242	-3%	-$11.8K	0.24%	105
2018 Q4	$387K	Sell	8,016 -142	-2%	-$6.78K	0.3%	95
2018 Q3	$395K	Hold	8,158	–	–	0.22%	113
2018 Q2	$395K	Sell	8,158 -1,352	-14%	-$65.8K	0.25%	106
2018 Q1	$469K	Sell	9,510 -623	-6%	-$30.9K	0.33%	85
2017 Q4	$514K	Buy	+10,133	New	+$514K	0.4%	75

Other funds holding AGGY

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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 $7.29B AUM 16.22% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

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

Claraphi Advisory Network's AGGY Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2020, closing a stake of 3,049 shares — an estimated $157K sold.

Claraphi Advisory Network first reported a position in AGGY in Q4 2017 and held it in 10 quarters. The position peaked at $514K in Q4 2017. 142 funds tracked by Wall St. Rank hold AGGY as of Q2 2020.

Claraphi Advisory Network reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 3,049 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2020, an estimated $157K.
Claraphi Advisory Network first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and held it in 10 quarters.
Claraphi Advisory Network's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $514K in Q4 2017.
142 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.