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Private Ocean’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Private Ocean’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
Q3 		– Sell
-1,044
Closed -$55K – 547
2021
Q2 		$55K Hold
1,044
– – 0.01% 231
2021
Q1 		$53K Buy
1,044
+3
+0.3% +$157 0.01% 245
2020
Q4 		$56K Buy
1,041
+493
+90% +$26.4K 0.01% 212
2020
Q3 		$30K Buy
548
+3
+0.6% +$162 0.01% 276
2020
Q2 		$29K Buy
+545
New +$29K 0.01% 260

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Private Ocean's AGGY Position: Q3 2021 in Review

Private Ocean sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2021, closing a stake of 1,044 shares — an estimated $55K sold.

Private Ocean first reported a position in AGGY in Q2 2020 and held it in 5 quarters. The position peaked at $56K in Q4 2020. 162 funds tracked by Wall St. Rank hold AGGY as of Q3 2021.

  • Private Ocean reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2021 after selling out during the quarter.
  • Private Ocean sold 1,044 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2021, an estimated $55K.
  • Private Ocean first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 5 quarters.
  • Private Ocean's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $56K in Q4 2020.
  • 162 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.