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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Frisch Financial Group's AGGY Position: Q1 2021 in Review

Frisch Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 7,394 shares — an estimated $397K sold.

Frisch Financial Group first reported a position in AGGY in Q1 2019 and held it in 8 quarters. The position peaked at $397K in Q4 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

  • Frisch Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Frisch Financial Group sold 7,394 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $397K.
  • Frisch Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 8 quarters.
  • Frisch Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $397K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on Frisch Financial Group's 13F filing for Q1 2021, filed 13 May 2021.