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FDx Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

FDx Advisors’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
Q2 		– Sell
-9,046
Closed -$446K – 854
2018
Q1 		$446K Buy
9,046
+169
+2% +$8.38K 0.01% 817
2017
Q4 		$450K Buy
8,877
+406
+5% +$20.6K 0.01% 852
2017
Q3 		$430K Buy
+8,471
New +$430K 0.01% 865

Other funds holding AGGY

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

FDx Advisors's AGGY Position: Q2 2018 in Review

FDx Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2018, closing a stake of 9,046 shares — an estimated $446K sold.

FDx Advisors first reported a position in AGGY in Q3 2017 and held it in 3 quarters. The position peaked at $450K in Q4 2017. 48 funds tracked by Wall St. Rank hold AGGY as of Q2 2018.

  • FDx Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 9,046 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2018, an estimated $446K.
  • FDx Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2017 and held it in 3 quarters.
  • FDx Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $450K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.