MSI Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

MSI Financial Services’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
2016 Q4	$12K	Buy	+242	New	+$12.2K	﹤0.01%	2692

Other funds holding AGGY

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MSI Financial Services's AGGY Position: Q4 2016 in Review

MSI Financial Services opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2016: 242 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #2692 among its holdings.

22 funds tracked by Wall St. Rank hold AGGY as of Q4 2016.

MSI Financial Services held 242 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $12K as of Q4 2016.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new MSI Financial Services position in Q4 2016.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2692 holding.
22 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.