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EisnerAmper Wealth Management Corporate Benefits’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q2 		– Sell
-3,907
Closed -$200K – 50
2021
Q1 		$200K Buy
+3,907
New +$205K 0.11% 47

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MMA
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CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's AGGY Position: Q2 2021 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2021, closing a stake of 3,907 shares — an estimated $200K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AGGY in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 171 funds tracked by Wall St. Rank hold AGGY as of Q2 2021.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 3,907 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2021, an estimated $200K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 1 quarter.
  • EisnerAmper Wealth Management Corporate Benefits's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $200K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2021.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q2 2021, filed 1 Jul 2021.