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Epstein & White Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Epstein & White Financial’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
Q4 		– Sell
-5,152
Closed -$248K – 82
2018
Q3 		$248K Sell
5,152
-10,698
-67% -$520K 0.16% 74
2018
Q2 		$768K Sell
15,850
-137,982
-90% -$6.71M 0.57% 22
2018
Q1 		$7.57M Sell
153,832
-41,850
-21% -$2.08M 4.86% 6
2017
Q4 		$9.87M Buy
+195,682
New +$9.92M 5.71% 4

Other funds holding AGGY

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Epstein & White Financial's AGGY Position: Q4 2018 in Review

Epstein & White Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2018, closing a stake of 5,152 shares — an estimated $248K sold.

Epstein & White Financial first reported a position in AGGY in Q4 2017 and held it in 4 quarters. The position peaked at $9.87M in Q4 2017. 63 funds tracked by Wall St. Rank hold AGGY as of Q4 2018.

  • Epstein & White Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 5,152 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2018, an estimated $248K.
  • Epstein & White Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and held it in 4 quarters.
  • Epstein & White Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.87M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.