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Harvest Group Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Harvest Group Wealth Management’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
2019
Q2 		– Sell
-53
Closed -$3K – 901
2019
Q1 		$3K Buy
+53
New +$2.59K ﹤0.01% 470

Other funds holding AGGY

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Harvest Group Wealth Management's AGGY Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2019, closing a stake of 53 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in AGGY in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 79 funds tracked by Wall St. Rank hold AGGY as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 53 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2019, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3K in Q1 2019.
  • 79 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.