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Clarus Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Clarus Wealth Advisors’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
2018
Q3 		– Sell
-735
Closed -$36K – 699
2018
Q2 		$36K Buy
+735
New +$35.8K 0.03% 332

Other funds holding AGGY

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Clarus Wealth Advisors's AGGY Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2018, closing a stake of 735 shares — an estimated $36K sold.

Clarus Wealth Advisors first reported a position in AGGY in Q2 2018 and held it in 1 quarter. The position peaked at $36K in Q2 2018. 55 funds tracked by Wall St. Rank hold AGGY as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 735 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2018, an estimated $36K.
  • Clarus Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $36K in Q2 2018.
  • 55 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.