Financial Architects (New Jersey)’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Financial Architects (New Jersey)’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	-310	Closed	-$15K	–	1317
2018 Q1	$15K	Sell	310 -1,890	-86%	-$93.7K	﹤0.01%	960
2017 Q4	$112K	Hold	2,200	–	–	0.02%	462
2017 Q3	$112K	Hold	2,200	–	–	0.02%	473
2017 Q2	$111K	Hold	2,200	–	–	0.02%	463
2017 Q1	$110K	Hold	2,200	–	–	0.02%	445
2016 Q4	$109K	Buy	+2,200	New	+$111K	0.03%	377

Other funds holding AGGY

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Financial Architects (New Jersey)'s AGGY Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2018, closing a stake of 310 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in AGGY in Q4 2016 and held it in 6 quarters. The position peaked at $112K in Q4 2017. 48 funds tracked by Wall St. Rank hold AGGY as of Q2 2018.

Financial Architects (New Jersey) reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 310 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2018, an estimated $15K.
Financial Architects (New Jersey) first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2016 and held it in 6 quarters.
Financial Architects (New Jersey)'s WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $112K in Q4 2017.
48 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.