Mokosak Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Mokosak Advisory Group’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 Q1	–	Sell	-74,129	Closed	-$3.87M	–	19
2019 Q4	$3.87M	Sell	74,129 -1,365	-2%	-$71.3K	2.34%	13
2019 Q3	$3.95M	Sell	75,494 -1,813	-2%	-$94.2K	2.61%	11
2019 Q2	$3.96M	Buy	77,307 +4,736	+7%	+$238K	2.67%	11
2019 Q1	$3.61M	Buy	72,571 +1,468	+2%	+$71.8K	2.51%	13
2018 Q4	$3.42M	Buy	+71,103	New	+$3.39M	2.66%	13

Other funds holding AGGY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Mokosak Advisory Group's AGGY Position: Q1 2020 in Review

Mokosak Advisory Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2020, closing a stake of 74,129 shares — an estimated $3.87M sold.

Mokosak Advisory Group first reported a position in AGGY in Q4 2018 and held it in 5 quarters. The position peaked at $3.96M in Q2 2019. 139 funds tracked by Wall St. Rank hold AGGY as of Q1 2020.

Mokosak Advisory Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
Mokosak Advisory Group sold 74,129 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2020, an estimated $3.87M.
Mokosak Advisory Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 5 quarters.
Mokosak Advisory Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.96M in Q2 2019.
139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2020.

Based on Mokosak Advisory Group's 13F filing for Q1 2020, filed 10 Apr 2020.