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First Heartland Consultants’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

First Heartland Consultants’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
2021
Q2 		– Sell
-6,595
Closed -$338K – 384
2021
Q1 		$338K Buy
+6,595
New +$346K 0.05% 264

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Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

First Heartland Consultants's AGGY Position: Q2 2021 in Review

First Heartland Consultants sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2021, closing a stake of 6,595 shares — an estimated $338K sold.

First Heartland Consultants first reported a position in AGGY in Q1 2021 and held it in 1 quarter. The position peaked at $338K in Q1 2021. 171 funds tracked by Wall St. Rank hold AGGY as of Q2 2021.

  • First Heartland Consultants reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • First Heartland Consultants sold 6,595 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2021, an estimated $338K.
  • First Heartland Consultants first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 1 quarter.
  • First Heartland Consultants's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $338K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.