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 $445B AUM 25.58% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Simplicity Solutions's AGGY Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2021, closing a stake of 699,307 shares — an estimated $37.5M sold.

Simplicity Solutions first reported a position in AGGY in Q4 2018 and held it in 7 quarters. The position peaked at $37.5M in Q4 2020. 176 funds tracked by Wall St. Rank hold AGGY as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 699,307 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2021, an estimated $37.5M.
Simplicity Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 7 quarters.
Simplicity Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $37.5M in Q4 2020.
176 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.