Empirical Finance’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Empirical Finance’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 Q1	–	Sell	-8,028	Closed	-$419K	–	210
2019 Q4	$419K	Sell	8,028 -15,668	-66%	-$818K	0.1%	152
2019 Q3	$1.24M	Sell	23,696 -13,752	-37%	-$715K	0.35%	68
2019 Q2	$1.92M	Buy	+37,448	New	+$1.88M	0.53%	36

Other funds holding AGGY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Empirical Finance's AGGY Position: Q1 2020 in Review

Empirical Finance sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2020, closing a stake of 8,028 shares — an estimated $419K sold.

Empirical Finance first reported a position in AGGY in Q2 2019 and held it in 3 quarters. The position peaked at $1.92M in Q2 2019. 139 funds tracked by Wall St. Rank hold AGGY as of Q1 2020.

Empirical Finance reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
Empirical Finance sold 8,028 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2020, an estimated $419K.
Empirical Finance first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and held it in 3 quarters.
Empirical Finance's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.92M in Q2 2019.
139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2020.

Based on Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.