Intelligence Driven Advisers’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Intelligence Driven Advisers’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 Q4	–	Sell	-10,932	Closed	-$572K	–	88
2019 Q3	$572K	Sell	10,932 -52,162	-83%	-$2.71M	0.27%	51
2019 Q2	$3.23M	Sell	63,094 -86,443	-58%	-$4.34M	1.54%	19
2019 Q1	$7.45M	Buy	149,537 +15,387	+11%	+$752K	4.08%	6
2018 Q4	$6.47M	Buy	+134,150	New	+$6.4M	4.1%	5

Other funds holding AGGY

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

3AM

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Intelligence Driven Advisers's AGGY Position: Q4 2019 in Review

Intelligence Driven Advisers sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2019, closing a stake of 10,932 shares — an estimated $572K sold.

Intelligence Driven Advisers first reported a position in AGGY in Q4 2018 and held it in 4 quarters. The position peaked at $7.45M in Q1 2019. 128 funds tracked by Wall St. Rank hold AGGY as of Q4 2019.

Intelligence Driven Advisers reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Intelligence Driven Advisers sold 10,932 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2019, an estimated $572K.
Intelligence Driven Advisers first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 4 quarters.
Intelligence Driven Advisers's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.45M in Q1 2019.
128 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2019.

Based on Intelligence Driven Advisers's 13F filing for Q4 2019, filed 4 Sep 2020.