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Newfound Research’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Newfound Research’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
Q2 		– Sell
-30
Closed -$2K – 56
2020
Q1 		$2K Buy
30
+1
+3% +$52 ﹤0.01% 35
2019
Q4 		$2K Hold
29
– – ﹤0.01% 79
2019
Q3 		$2K Hold
29
– – ﹤0.01% 91
2019
Q2 		$1K Hold
29
– – ﹤0.01% 104
2019
Q1 		$1K Buy
29
+1
+4% +$49 ﹤0.01% 101
2018
Q4 		$1K Hold
28
– – ﹤0.01% 85
2018
Q3 		$1K Hold
28
– – ﹤0.01% 124
2018
Q2 		$1K Buy
28
+1
+4% +$49 ﹤0.01% 112
2018
Q1 		$1K Hold
27
– – ﹤0.01% 109
2017
Q4 		$1K Buy
27
+2
+8% +$101 ﹤0.01% 123
2017
Q3 		$1K Buy
25
+4
+19% +$203 ﹤0.01% 121
2017
Q2 		$1K Hold
21
– – ﹤0.01% 120
2017
Q1 		$1K Buy
+21
New +$1.04K ﹤0.01% 121

Other funds holding AGGY

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Newfound Research's AGGY Position: Q2 2020 in Review

Newfound Research sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2020, closing a stake of 30 shares — an estimated $2K sold.

Newfound Research first reported a position in AGGY in Q1 2017 and held it in 13 quarters. The position peaked at $2K in Q1 2020. 142 funds tracked by Wall St. Rank hold AGGY as of Q2 2020.

  • Newfound Research reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 30 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2020, an estimated $2K.
  • Newfound Research first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2017 and held it in 13 quarters.
  • Newfound Research's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2K in Q1 2020.
  • 142 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.