Hefty Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$112K	Buy	+2,262	New	+$112K	0.07%	101

Other funds holding AGGY

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Epstein & White Financial San Diego, California $379M AUM 31.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Hefty Wealth Partners's AGGY Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2018: 2,262 shares worth $112K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings.

45 funds tracked by Wall St. Rank hold AGGY as of Q1 2018.

Hefty Wealth Partners held 2,262 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $112K as of Q1 2018.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Hefty Wealth Partners position in Q1 2018.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.07% of Hefty Wealth Partners's portfolio in Q1 2018, its #101 holding.
45 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.