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

Price Wealth’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
-782
Closed -$40K – 405
2020
Q1 		$40K Hold
782
– – 0.01% 111
2019
Q4 		$41K Hold
782
– – 0.01% 119
2019
Q3 		$41K Buy
+782
New +$40.6K 0.01% 126

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 $8.53B AUM 21.43% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 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

Price Wealth's AGGY Position: Q2 2020 in Review

Price Wealth sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2020, closing a stake of 782 shares — an estimated $40K sold.

Price Wealth first reported a position in AGGY in Q3 2019 and held it in 3 quarters. The position peaked at $41K in Q4 2019. 142 funds tracked by Wall St. Rank hold AGGY as of Q2 2020.

  • Price Wealth reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 782 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2020, an estimated $40K.
  • Price Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 3 quarters.
  • Price Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $41K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.