Vigilare Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Vigilare Wealth Management’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	-28,114	Closed	-$1.47M	–	192
2021 Q2	$1.47M	Sell	28,114 -6,933	-20%	-$359K	0.89%	28
2021 Q1	$1.79M	Sell	35,047 -13,328	-28%	-$698K	1.27%	13
2020 Q4	$2.6M	Buy	48,375 +1,995	+4%	+$107K	2.46%	8
2020 Q3	$2.5M	Sell	46,380 -101	-0.2%	-$5.47K	2.6%	7
2020 Q2	$2.5M	Sell	46,481 -2,780	-6%	-$148K	2.54%	8
2020 Q1	$2.54M	Buy	49,261 +12,378	+34%	+$648K	3.04%	6
2019 Q4	$1.96M	Buy	+36,883	New	+$1.93M	1.31%	19

Other funds holding AGGY

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

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 $8.53B AUM 21.43% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Vigilare Wealth Management's AGGY Position: Q3 2021 in Review

Vigilare Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2021, closing a stake of 28,114 shares — an estimated $1.47M sold.

Vigilare Wealth Management first reported a position in AGGY in Q4 2019 and held it in 7 quarters. The position peaked at $2.6M in Q4 2020. 162 funds tracked by Wall St. Rank hold AGGY as of Q3 2021.

Vigilare Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2021 after selling out during the quarter.
Vigilare Wealth Management sold 28,114 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2021, an estimated $1.47M.
Vigilare Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 7 quarters.
Vigilare Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.6M in Q4 2020.
162 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2021.

Based on Vigilare Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.