Simplicity Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Simplicity Solutions’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	-699,307	Closed	-$37.5M	–	495
2020 Q4	$37.5M	Buy	699,307 +120,353	+21%	+$6.46M	0.56%	39
2020 Q3	$31.2M	Buy	578,954 +57,075	+11%	+$3.09M	0.57%	35
2020 Q2	$28.1M	Buy	521,879 +274,346	+111%	+$14.6M	0.56%	37
2020 Q1	$12.8M	Buy	247,533 +124,264	+101%	+$6.51M	0.39%	50
2019 Q4	$6.44M	Buy	123,269 +36,545	+42%	+$1.91M	0.2%	96
2019 Q3	$4.53M	Buy	+86,724	New	+$4.51M	0.18%	95
2019 Q1	–	Sell	-5,375	Closed	-$260K	–	749
2018 Q4	$260K	Buy	+5,375	New	+$257K	0.03%	489

Other funds holding AGGY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return