Next Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Next Financial 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 Q4	$27K	Sell	523 -4	-0.8%	-$207	﹤0.01%	1749
2021 Q3	$27K	Hold	527	–	–	﹤0.01%	1674
2021 Q2	$27K	Hold	527	–	–	﹤0.01%	1634
2021 Q1	$27K	Buy	527 +25	+5%	+$1.31K	﹤0.01%	1526
2020 Q4	$27K	Sell	502 -2,892	-85%	-$155K	﹤0.01%	1416
2020 Q3	$183K	Sell	3,394 -333	-9%	-$18K	0.02%	654
2020 Q2	$201K	Buy	3,727 +1,499	+67%	+$79.7K	0.02%	544
2020 Q1	$115K	Buy	2,228 +1,778	+395%	+$93.1K	0.01%	719
2019 Q4	$24K	Buy	450 +101	+29%	+$5.27K	﹤0.01%	1454
2019 Q3	$18K	Buy	+349	New	+$18.1K	﹤0.01%	1478

Other funds holding AGGY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $8.53B AUM 21.43% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Next Financial Group's AGGY Position: Q4 2021 in Review

Next Financial Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.76% in Q4 2021, selling an estimated $207 and leaving 523 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Next Financial Group first reported a position in AGGY in Q3 2019 and has held it in 10 quarters since. The position peaked at $201K in Q2 2020. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

Next Financial Group held 523 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $27K as of Q4 2021.
Next Financial Group sold 4 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $207.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1749 holding.
Next Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and has held it in 10 quarters since.
Next Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $201K in Q2 2020.
185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.