Envestnet Asset Management’s WisdomTree Yield Enhanced Global Aggregate Bond Fund GLBY Stock Holding History

Envestnet Asset Management’s Portfolio GLBY Stock Details GLBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-19,960	Closed	-$552K	–	3196
2019 Q3	$552K	Buy	+19,960	New	+$548K	﹤0.01%	2315

Other funds holding GLBY

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management's GLBY Position: Q4 2019 in Review

Envestnet Asset Management sold out of WisdomTree Yield Enhanced Global Aggregate Bond Fund (GLBY) in Q4 2019, closing a stake of 19,960 shares — an estimated $552K sold.

Envestnet Asset Management first reported a position in GLBY in Q3 2019 and held it in 1 quarter. The position peaked at $552K in Q3 2019. 5 funds tracked by Wall St. Rank hold GLBY as of Q4 2019.

Envestnet Asset Management reported no remaining WisdomTree Yield Enhanced Global Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Envestnet Asset Management sold 19,960 WisdomTree Yield Enhanced Global Aggregate Bond Fund shares in Q4 2019, an estimated $552K.
Envestnet Asset Management first reported a position in WisdomTree Yield Enhanced Global Aggregate Bond Fund in Q3 2019 and held it in 1 quarter.
Envestnet Asset Management's WisdomTree Yield Enhanced Global Aggregate Bond Fund position peaked at $552K in Q3 2019.
5 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced Global Aggregate Bond Fund as of Q4 2019.

Based on Envestnet Asset Management's 13F filing for Q4 2019, filed 11 Feb 2020.