Luken Investment Analytics’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Luken Investment Analytics’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	$2.63M	Buy	+49,038	New	+$2.63M	1.96%	10

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return