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Virtu KCG Holdings’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Virtu KCG Holdings’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
2017
Q2 		– Sell
-10,878
Closed -$542K – 2832
2017
Q1 		$542K Sell
10,878
-20,723
-66% -$1.03M 0.02% 1297
2016
Q4 		$1.57M Buy
+31,601
New +$1.6M 0.04% 445

Other funds holding AGGY

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Virtu KCG Holdings's AGGY Position: Q2 2017 in Review

Virtu KCG Holdings sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2017, closing a stake of 10,878 shares — an estimated $542K sold.

Virtu KCG Holdings first reported a position in AGGY in Q4 2016 and held it in 2 quarters. The position peaked at $1.57M in Q4 2016. 21 funds tracked by Wall St. Rank hold AGGY as of Q2 2017.

  • Virtu KCG Holdings reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Virtu KCG Holdings sold 10,878 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2017, an estimated $542K.
  • Virtu KCG Holdings first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2016 and held it in 2 quarters.
  • Virtu KCG Holdings's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.57M in Q4 2016.
  • 21 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2017.

Based on Virtu KCG Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.