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NWAM LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

NWAM LLC’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
Q1 		– Sell
-3,739
Closed -$201K – 492
2020
Q4 		$201K Buy
+3,739
New +$201K 0.02% 422

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

NWAM LLC's AGGY Position: Q1 2021 in Review

NWAM LLC sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 3,739 shares — an estimated $201K sold.

NWAM LLC first reported a position in AGGY in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

  • NWAM LLC reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • NWAM LLC sold 3,739 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $201K.
  • NWAM LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 1 quarter.
  • NWAM LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $201K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on NWAM LLC's 13F filing for Q1 2021, filed 23 Apr 2021.