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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $551M AUM 19.05% 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 $1.36B AUM 18.79% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Luken Investment Analytics's AGGY Position: Q4 2020 in Review

Luken Investment Analytics opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2020: 49,038 shares worth $2.63M. The stake represents 1.96% of the portfolio and ranks #10 among its holdings.

166 funds tracked by Wall St. Rank hold AGGY as of Q4 2020.

  • Luken Investment Analytics held 49,038 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.63M as of Q4 2020.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Luken Investment Analytics position in Q4 2020.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.96% of Luken Investment Analytics's portfolio in Q4 2020, its #10 holding.
  • 166 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2020.

Based on Luken Investment Analytics's 13F filing for Q4 2020, filed 26 Feb 2021.