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Prospera Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-351
Closed -$19K – 690
2020
Q3 		$19K Buy
+351
New +$19K 0.01% 900
2020
Q2 		– Sell
-3,865
Closed -$200K – 571
2020
Q1 		$200K Buy
+3,865
New +$202K 0.02% 469

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 $253M AUM 11.51% 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 $8.53B AUM 21.43% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Prospera Financial Services's AGGY Position: Q4 2020 in Review

Prospera Financial Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2020, closing a stake of 351 shares — an estimated $19K sold.

Prospera Financial Services first reported a position in AGGY in Q1 2020 and held it in 2 quarters. The position peaked at $200K in Q1 2020. 166 funds tracked by Wall St. Rank hold AGGY as of Q4 2020.

  • Prospera Financial Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 351 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2020, an estimated $19K.
  • Prospera Financial Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 2 quarters.
  • Prospera Financial Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $200K in Q1 2020.
  • 166 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.