Huber Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Huber Financial Advisors’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
2020 Q1	$5.72M	Buy	110,698 +186	+0.2%	+$9.74K	2.14%	9
2019 Q4	$5.77M	Buy	110,512 +35,713	+48%	+$1.86M	2%	7
2019 Q3	$3.91M	Buy	74,799 +17,857	+31%	+$928K	1.53%	8
2019 Q2	$2.92M	Buy	56,942 +16,547	+41%	+$831K	1.27%	9
2019 Q1	$2.01M	Buy	40,395 +5,189	+15%	+$254K	0.98%	13
2018 Q4	$1.7M	Buy	35,206 +26,752	+316%	+$1.28M	0.93%	18
2018 Q3	$409K	Buy	+8,454	New	+$411K	0.31%	58

Other funds holding AGGY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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 $8.53B AUM 21.43% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Huber Financial Advisors's AGGY Position: Q1 2020 in Review

Huber Financial Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.17% in Q1 2020, buying an estimated $9.74K and bringing the position to 110,698 shares worth $5.72M. The position accounts for 2.14% of the portfolio, ranked #9.

Huber Financial Advisors first reported a position in AGGY in Q3 2018 and has held it in 7 quarters since. The position peaked at $5.77M in Q4 2019. 139 funds tracked by Wall St. Rank hold AGGY as of Q1 2020.

Huber Financial Advisors held 110,698 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $5.72M as of Q1 2020.
Huber Financial Advisors bought 186 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2020, an estimated $9.74K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 2.14% of Huber Financial Advisors's portfolio in Q1 2020, its #9 holding.
Huber Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and has held it in 7 quarters since.
Huber Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.77M in Q4 2019.
139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.