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J.W. Cole Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

J.W. Cole 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
Q4 		– Sell
-3,923
Closed -$211K – 635
2020
Q3 		$211K Buy
+3,923
New +$212K 0.02% 660

Other funds holding AGGY

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SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

J.W. Cole Advisors's AGGY Position: Q4 2020 in Review

J.W. Cole Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2020, closing a stake of 3,923 shares — an estimated $211K sold.

J.W. Cole Advisors first reported a position in AGGY in Q3 2020 and held it in 1 quarter. The position peaked at $211K in Q3 2020. 166 funds tracked by Wall St. Rank hold AGGY as of Q4 2020.

  • J.W. Cole Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 3,923 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2020, an estimated $211K.
  • J.W. Cole Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $211K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.