MGIA
AGGY icon

Moneta Group Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Moneta Group Investment Advisors’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
2019
Q3 		– Sell
-4,294
Closed -$220K – 276
2019
Q2 		$220K Sell
4,294
-107,145
-96% -$5.38M 0.02% 209
2019
Q1 		$5.55M Sell
111,439
-7,122
-6% -$348K 0.58% 34
2018
Q4 		$5.72M Buy
118,561
+3,291
+3% +$157K 0.68% 32
2018
Q3 		$5.57M Buy
115,270
+111,082
+2,652% +$5.4M 0.57% 30
2018
Q2 		$203K Buy
+4,188
New +$204K 0.02% 246

Other funds holding AGGY

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Moneta Group Investment Advisors's AGGY Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2019, closing a stake of 4,294 shares — an estimated $220K sold.

Moneta Group Investment Advisors first reported a position in AGGY in Q2 2018 and held it in 5 quarters. The position peaked at $5.72M in Q4 2018. 99 funds tracked by Wall St. Rank hold AGGY as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,294 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2019, an estimated $220K.
  • Moneta Group Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and held it in 5 quarters.
  • Moneta Group Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.72M in Q4 2018.
  • 99 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.