Flow Traders U.S.’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Flow Traders U.S.’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 Q4	–	Sell	-9,508	Closed	-$494K	–	747
2021 Q3	$494K	Buy	+9,508	New	+$500K	0.02%	703
2021 Q2	–	Sell	-18,663	Closed	-$967K	–	932
2021 Q1	$956K	Buy	18,663 +4,770	+34%	+$250K	0.05%	332
2020 Q4	$746K	Buy	13,893 +9,600	+224%	+$515K	0.05%	306
2020 Q3	$231K	Sell	4,293 -23,294	-84%	-$1.26M	0.02%	463
2020 Q2	$1.49M	Buy	+27,587	New	+$1.47M	0.12%	161

Other funds holding AGGY

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $7.29B AUM 16.22% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Flow Traders U.S.'s AGGY Position: Q4 2021 in Review

Flow Traders U.S. sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2021, closing a stake of 9,508 shares — an estimated $494K sold.

Flow Traders U.S. first reported a position in AGGY in Q2 2020 and held it in 5 quarters. The position peaked at $1.49M in Q2 2020. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

Flow Traders U.S. reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
Flow Traders U.S. sold 9,508 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $494K.
Flow Traders U.S. first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 5 quarters.
Flow Traders U.S.'s WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.49M in Q2 2020.
185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on Flow Traders U.S.'s 13F filing for Q4 2021, filed 14 Feb 2022.