First Allied Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

First Allied Advisory Services’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 Q3	$954K	Buy	17,727 +252	+1%	+$13.6K	0.03%	487
2020 Q2	$941K	Buy	17,475 +2,630	+18%	+$140K	0.03%	458
2020 Q1	$767K	Sell	14,845 -2,706	-15%	-$142K	0.03%	467
2019 Q4	$921K	Buy	17,551 +11,013	+168%	+$575K	0.03%	502
2019 Q3	$342K	Buy	+6,538	New	+$340K	0.01%	827
2018 Q1	–	Sell	-783	Closed	-$40K	–	1174
2017 Q4	$40K	Buy	+783	New	+$39.7K	﹤0.01%	1328

Other funds holding AGGY

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

3AM

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

First Allied Advisory Services's AGGY Position: Q3 2020 in Review

First Allied Advisory Services increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.4% in Q3 2020, buying an estimated $13.6K and bringing the position to 17,727 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #487.

First Allied Advisory Services first reported a position in AGGY in Q4 2017 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold AGGY as of Q3 2020.

First Allied Advisory Services held 17,727 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $954K as of Q3 2020.
First Allied Advisory Services bought 252 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2020, an estimated $13.6K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #487 holding.
First Allied Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.