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New England Investment & Retirement Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

New England Investment & Retirement 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
2021
Q3 		$7.51M Buy
144,645
+9,413
+7% +$495K 1.73% 18
2021
Q2 		$7.06M Buy
135,232
+13,553
+11% +$702K 1.53% 20
2021
Q1 		$6.23M Buy
121,679
+6,698
+6% +$351K 1.51% 18
2020
Q4 		$6.17M Buy
114,981
+11,309
+11% +$607K 1.44% 22
2020
Q3 		$5.58M Buy
103,672
+5,853
+6% +$317K 1.4% 22
2020
Q2 		$5.26M Sell
97,819
-3,589
-4% -$191K 1.32% 24
2020
Q1 		$5.24M Buy
101,408
+32,157
+46% +$1.68M 2.23% 13
2019
Q4 		$3.62M Buy
69,251
+58,318
+533% +$3.05M 1.24% 24
2019
Q3 		$572K Buy
+10,933
New +$568K 0.24% 41

Other funds holding AGGY

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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

New England Investment & Retirement Group's AGGY Position: Q3 2021 in Review

New England Investment & Retirement Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 7% in Q3 2021, buying an estimated $495K and bringing the position to 144,645 shares worth $7.51M. The position accounts for 1.73% of the portfolio, ranked #18.

New England Investment & Retirement Group first reported a position in AGGY in Q3 2019 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold AGGY as of Q3 2021.

  • New England Investment & Retirement Group held 144,645 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $7.51M as of Q3 2021.
  • New England Investment & Retirement Group bought 9,413 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2021, an estimated $495K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.73% of New England Investment & Retirement Group's portfolio in Q3 2021, its #18 holding.
  • New England Investment & Retirement Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and has held it in 9 quarters since.
  • 162 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.