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JD Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

JD Financial Services’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
Q4 		$13M Sell
252,128
-3,886
-2% -$201K 10.74% 2
2021
Q3 		$13.3M Buy
256,014
+15,690
+7% +$825K 12.13% 1
2021
Q2 		$12.5M Buy
240,324
+165,754
+222% +$8.59M 11.64% 1
2021
Q1 		$3.82M Buy
+74,570
New +$3.91M 4.84% 6

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JD Financial Services's AGGY Position: Q4 2021 in Review

JD Financial Services reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.5% in Q4 2021, selling an estimated $201K and leaving 252,128 shares worth $13M. The position accounts for 10.74% of the portfolio, ranked #2.

JD Financial Services first reported a position in AGGY in Q1 2021 and has held it in 4 quarters since. The position peaked at $13.3M in Q3 2021. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

  • JD Financial Services held 252,128 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $13M as of Q4 2021.
  • JD Financial Services sold 3,886 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $201K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 10.74% of JD Financial Services's portfolio in Q4 2021, its #2 holding.
  • JD Financial Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and has held it in 4 quarters since.
  • JD Financial Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $13.3M in Q3 2021.
  • 185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.