FWP
AGGY icon

FAS Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

FAS Wealth Partners’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
-652
Closed -$34K – 296
2019
Q4 		$34K Buy
+652
New +$34K 0.01% 242

Other funds holding AGGY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Citadel Advisors
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
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
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

FAS Wealth Partners's AGGY Position: Q1 2020 in Review

FAS Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2020, closing a stake of 652 shares — an estimated $34K sold.

FAS Wealth Partners first reported a position in AGGY in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 139 funds tracked by Wall St. Rank hold AGGY as of Q1 2020.

  • FAS Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 652 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2020, an estimated $34K.
  • FAS Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 1 quarter.
  • FAS Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $34K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2020.

Based on FAS Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.