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3D/L Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

3D/L Capital 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
2023
Q4 		– Sell
-98,592
Closed -$4.09M – 3
2023
Q3 		$4.09M Sell
98,592
-29,977
-23% -$1.27M 1.33% 15
2023
Q2 		$5.54M Sell
128,569
-25,088
-16% -$1.09M 1.6% 16
2023
Q1 		$6.71M Buy
153,657
+59,567
+63% +$2.59M 1.78% 15
2022
Q4 		$4.01M Sell
94,090
-28,808
-23% -$1.22M 1.08% 19
2022
Q3 		$5.19M Sell
122,898
-1,461
-1% -$65.2K 1.54% 17
2022
Q2 		$5.56M Buy
124,359
+480
+0.4% +$21.8K 1.55% 16
2022
Q1 		$5.93M Buy
123,879
+2,185
+2% +$108K 1.46% 18
2021
Q4 		$6.29M Sell
121,694
-537
-0.4% -$27.8K 1.47% 18
2021
Q3 		$6.35M Sell
122,231
-1,197
-1% -$63K 1.52% 17
2021
Q2 		$6.44M Sell
123,428
-9,819
-7% -$509K 1.54% 18
2021
Q1 		$6.82M Sell
133,247
-26,586
-17% -$1.39M 1.73% 16
2020
Q4 		$9K Buy
+159,833
New +$8.57M 0.01% 78

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

3D/L Capital Management's AGGY Position: Q4 2023 in Review

3D/L Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 98,592 shares — an estimated $4.09M sold.

3D/L Capital Management first reported a position in AGGY in Q4 2020 and held it in 12 quarters. The position peaked at $6.82M in Q1 2021. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

  • 3D/L Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • 3D/L Capital Management sold 98,592 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $4.09M.
  • 3D/L Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 12 quarters.
  • 3D/L Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6.82M in Q1 2021.
  • 158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.