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D.A. Davidson & Co’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

D.A. Davidson & Co’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
Q4 		– Sell
-4,380
Closed -$236K – 1019
2020
Q3 		$236K Hold
4,380
– – ﹤0.01% 821
2020
Q2 		$236K Buy
+4,380
New +$233K ﹤0.01% 812

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

D.A. Davidson & Co's AGGY Position: Q4 2020 in Review

D.A. Davidson & Co sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2020, closing a stake of 4,380 shares — an estimated $236K sold.

D.A. Davidson & Co first reported a position in AGGY in Q2 2020 and held it in 2 quarters. The position peaked at $236K in Q3 2020. 166 funds tracked by Wall St. Rank hold AGGY as of Q4 2020.

  • D.A. Davidson & Co reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2020 after selling out during the quarter.
  • D.A. Davidson & Co sold 4,380 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2020, an estimated $236K.
  • D.A. Davidson & Co first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 2 quarters.
  • D.A. Davidson & Co's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $236K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2020.

Based on D.A. Davidson & Co's 13F filing for Q4 2020, filed 10 Feb 2021.