Frisch Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Frisch Financial Group’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 Q1	–	Sell	-7,394	Closed	-$397K	–	152
2020 Q4	$397K	Buy	7,394 +79	+1%	+$4.24K	0.15%	74
2020 Q3	$394K	Buy	7,315 +39	+0.5%	+$2.11K	0.17%	64
2020 Q2	$392K	Buy	7,276 +46	+0.6%	+$2.44K	0.19%	57
2020 Q1	$373K	Buy	7,230 +694	+11%	+$36.4K	0.22%	63
2019 Q4	$341K	Buy	6,536 +50	+0.8%	+$2.61K	0.16%	72
2019 Q3	$339K	Buy	6,486 +300	+5%	+$15.6K	0.2%	64
2019 Q2	$317K	Buy	6,186 +49	+0.8%	+$2.46K	0.21%	63
2019 Q1	$306K	Buy	+6,137	New	+$300K	0.19%	71

Other funds holding AGGY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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