KMG Fiduciary Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

KMG Fiduciary Partners’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 Q1	–	Sell	-41,777	Closed	-$2.24M	–	172
2020 Q4	$2.24M	Sell	41,777 -12,598	-23%	-$676K	0.47%	51
2020 Q3	$2.93M	Buy	54,375 +7,903	+17%	+$428K	0.73%	40
2020 Q2	$2.5M	Buy	+46,472	New	+$2.47M	0.69%	41
2020 Q1	–	Sell	-4,374	Closed	-$229K	–	129
2019 Q4	$229K	Buy	+4,374	New	+$228K	0.07%	116

Other funds holding AGGY

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

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

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

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

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

KMG Fiduciary Partners's AGGY Position: Q1 2021 in Review

KMG Fiduciary Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 41,777 shares — an estimated $2.24M sold.

KMG Fiduciary Partners first reported a position in AGGY in Q4 2019 and held it in 4 quarters. The position peaked at $2.93M in Q3 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

KMG Fiduciary Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
KMG Fiduciary Partners sold 41,777 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $2.24M.
KMG Fiduciary Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 4 quarters.
KMG Fiduciary Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.93M in Q3 2020.
176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on KMG Fiduciary Partners's 13F filing for Q1 2021, filed 8 Apr 2021.