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Advisor Resource Council’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisor Resource Council’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
-6,683
Closed -$299K – 164
2022
Q2 		$299K Buy
+6,683
New +$304K 0.03% 378
2022
Q1 		– Sell
-10,932
Closed -$564K – 225
2021
Q4 		$564K Buy
+10,932
New +$567K 0.04% 308
2021
Q3 		– Sell
-12,700
Closed -$663K – 230
2021
Q2 		$663K Buy
+12,700
New +$658K 0.07% 260

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

Advisor Resource Council's AGGY Position: Q3 2022 in Review

Advisor Resource Council sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 6,683 shares — an estimated $299K sold.

Advisor Resource Council first reported a position in AGGY in Q2 2021 and held it in 3 quarters. The position peaked at $663K in Q2 2021. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • Advisor Resource Council reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 6,683 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $299K.
  • Advisor Resource Council first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and held it in 3 quarters.
  • Advisor Resource Council's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $663K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.