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

Summit Wealth Group’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
-83
Closed -$4K – 50
2021
Q2 		$4K Buy
+83
New +$4.3K 0.01% 137

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

Summit Wealth Group's AGGY Position: Q3 2021 in Review

Summit Wealth Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2021, closing a stake of 83 shares — an estimated $4K sold.

Summit Wealth Group first reported a position in AGGY in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 162 funds tracked by Wall St. Rank hold AGGY as of Q3 2021.

  • Summit Wealth Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 83 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2021, an estimated $4K.
  • Summit Wealth Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and held it in 1 quarter.
  • Summit Wealth Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.