Westbourne Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Westbourne Investment Advisors’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
2020 Q2	–	Sell	-5,776	Closed	-$298K	–	51
2020 Q1	$298K	Sell	5,776 -3,900	-40%	-$204K	0.28%	68
2019 Q4	$506K	Sell	9,676 -850	-8%	-$44.4K	0.34%	65
2019 Q3	$550K	Hold	10,526	–	–	0.41%	59
2019 Q2	$539K	Hold	10,526	–	–	0.44%	58
2019 Q1	$525K	Hold	10,526	–	–	0.4%	61
2018 Q4	$508K	Buy	+10,526	New	+$502K	0.44%	57

Other funds holding AGGY

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $8.53B AUM 21.43% 1-Year Est. Return

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Westbourne Investment Advisors's AGGY Position: Q2 2020 in Review

Westbourne Investment Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2020, closing a stake of 5,776 shares — an estimated $298K sold.

Westbourne Investment Advisors first reported a position in AGGY in Q4 2018 and held it in 6 quarters. The position peaked at $550K in Q3 2019. 142 funds tracked by Wall St. Rank hold AGGY as of Q2 2020.

Westbourne Investment Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
Westbourne Investment Advisors sold 5,776 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2020, an estimated $298K.
Westbourne Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 6 quarters.
Westbourne Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $550K in Q3 2019.
142 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2020.

Based on Westbourne Investment Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.