PWM
AGGY icon

Perigon Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Perigon Wealth Management’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
-1,095
Closed -$59K – 499
2020
Q4 		$59K Buy
+1,095
New +$58.7K 0.01% 695
2018
Q2 		– Sell
-440
Closed -$22K – 241
2018
Q1 		$22K Buy
+440
New +$21.8K 0.01% 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

Perigon Wealth Management's AGGY Position: Q1 2021 in Review

Perigon Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 1,095 shares — an estimated $59K sold.

Perigon Wealth Management first reported a position in AGGY in Q1 2018 and held it in 2 quarters. The position peaked at $59K in Q4 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

  • Perigon Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,095 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $59K.
  • Perigon Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2018 and held it in 2 quarters.
  • Perigon Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $59K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.