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1834 Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

1834 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
2022
Q3 		– Sell
-55
Closed -$2K – 203
2022
Q2 		$2K Hold
55
– – ﹤0.01% 428
2022
Q1 		$3K Sell
55
-65
-54% -$3.21K ﹤0.01% 401
2021
Q4 		$6K Hold
120
– – ﹤0.01% 409
2021
Q3 		$6K Sell
120
-25
-17% -$1.31K ﹤0.01% 430
2021
Q2 		$8K Sell
145
-10,191
-99% -$528K ﹤0.01% 435
2021
Q1 		$529K Sell
10,336
-310
-3% -$16.2K 0.07% 126
2020
Q4 		$572K Sell
10,646
-1,285
-11% -$68.9K 0.08% 119
2020
Q3 		$642K Sell
11,931
-1,687
-12% -$91.4K 0.09% 105
2020
Q2 		$733K Sell
13,618
-315
-2% -$16.7K 0.12% 98
2020
Q1 		$720K Sell
13,933
-930
-6% -$48.7K 0.14% 97
2019
Q4 		$777K Sell
14,863
-35
-0.2% -$1.83K 0.12% 99
2019
Q3 		$779K Sell
14,898
-68
-0.5% -$3.53K 0.11% 103
2019
Q2 		$767K Sell
14,966
-230
-2% -$11.5K 0.12% 98
2019
Q1 		$758K Buy
15,196
+268
+2% +$13.1K 0.12% 101
2018
Q4 		$720K Sell
14,928
-485
-3% -$23.1K 0.12% 105
2018
Q3 		$745K Sell
15,413
-1,282
-8% -$62.3K 0.11% 108
2018
Q2 		$809K Sell
16,695
-1,156
-6% -$56.3K 0.13% 103
2018
Q1 		$880K Buy
17,851
+4,559
+34% +$226K 0.15% 99
2017
Q4 		$674K Buy
13,292
+5,112
+62% +$259K 0.11% 116
2017
Q3 		$415K Sell
8,180
-1,095
-12% -$55.6K 0.08% 126
2017
Q2 		$468K Buy
9,275
+1,210
+15% +$61K 0.09% 126
2017
Q1 		$402K Buy
8,065
+176
+2% +$8.74K 0.08% 141
2016
Q4 		$391K Sell
7,889
-884
-10% -$44.6K 0.08% 134
2016
Q3 		$456K Buy
+8,773
New +$456K 0.1% 122

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

1834 Investment Advisors's AGGY Position: Q3 2022 in Review

1834 Investment Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 55 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in AGGY in Q3 2016 and held it in 24 quarters. The position peaked at $880K in Q1 2018. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • 1834 Investment Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 55 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $2K.
  • 1834 Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2016 and held it in 24 quarters.
  • 1834 Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $880K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.