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

Independent 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
Q2 		– Sell
-12,089
Closed -$619K – 702
2021
Q1 		$619K Sell
12,089
-37
-0.3% -$1.94K 0.08% 276
2020
Q4 		$651K Buy
12,126
+2,210
+22% +$119K 0.1% 243
2020
Q3 		$534K Buy
9,916
+1,618
+19% +$87.6K 0.1% 222
2020
Q2 		$447K Buy
+8,298
New +$441K 0.1% 241

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $7.29B AUM 16.22% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Independent Financial Group's AGGY Position: Q2 2021 in Review

Independent Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2021, closing a stake of 12,089 shares — an estimated $619K sold.

Independent Financial Group first reported a position in AGGY in Q2 2020 and held it in 4 quarters. The position peaked at $651K in Q4 2020. 171 funds tracked by Wall St. Rank hold AGGY as of Q2 2021.

  • Independent Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Independent Financial Group sold 12,089 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2021, an estimated $619K.
  • Independent Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 4 quarters.
  • Independent Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $651K in Q4 2020.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2021.

Based on Independent Financial Group's 13F filing for Q2 2021, filed 15 Jun 2026.