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Affiance Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Affiance Financial’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
Q1 		– Sell
-56
Closed -$2.39K – 102
2022
Q4 		$2.39K Buy
+56
New +$2.38K ﹤0.01% 370

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Affiance Financial's AGGY Position: Q1 2023 in Review

Affiance Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 56 shares — an estimated $2.39K sold.

Affiance Financial first reported a position in AGGY in Q4 2022 and held it in 1 quarter. The position peaked at $2.39K in Q4 2022. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Affiance Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 56 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $2.39K.
  • Affiance Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.39K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.