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USCA RIA’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

USCA RIA’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
Q2 		– Sell
-109,636
Closed -$5.61M – 573
2021
Q1 		$5.61M Buy
109,636
+15,010
+16% +$787K 0.37% 75
2020
Q4 		$5.08M Buy
94,626
+5,485
+6% +$294K 0.36% 65
2020
Q3 		$4.8M Buy
+89,141
New +$4.83M 0.38% 60

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

USCA RIA's AGGY Position: Q2 2021 in Review

USCA RIA sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2021, closing a stake of 109,636 shares — an estimated $5.61M sold.

USCA RIA first reported a position in AGGY in Q3 2020 and held it in 3 quarters. The position peaked at $5.61M in Q1 2021. 171 funds tracked by Wall St. Rank hold AGGY as of Q2 2021.

  • USCA RIA reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • USCA RIA sold 109,636 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2021, an estimated $5.61M.
  • USCA RIA first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and held it in 3 quarters.
  • USCA RIA's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.61M in Q1 2021.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.