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Advisory Alpha’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisory Alpha’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
2021
Q4 		– Sell
-9,965
Closed -$517K – 260
2021
Q3 		$517K Sell
9,965
-41,268
-81% -$2.17M 0.04% 160
2021
Q2 		$2.67M Buy
+51,233
New +$2.65M 0.22% 63

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Alpha's AGGY Position: Q4 2021 in Review

Advisory Alpha sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2021, closing a stake of 9,965 shares — an estimated $517K sold.

Advisory Alpha first reported a position in AGGY in Q2 2021 and held it in 2 quarters. The position peaked at $2.67M in Q2 2021. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

  • Advisory Alpha reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Advisory Alpha sold 9,965 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $517K.
  • Advisory Alpha first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and held it in 2 quarters.
  • Advisory Alpha's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.67M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on Advisory Alpha's 13F filing for Q4 2021, filed 4 Feb 2022.