Alliance Wealth Management Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Alliance Wealth Management Group’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 Q1	–	Sell	-4,050	Closed	-$209K	–	74
2021 Q4	$209K	Hold	4,050	–	–	0.06%	73
2021 Q3	$210K	Hold	4,050	–	–	0.07%	70
2021 Q2	$211K	Hold	4,050	–	–	0.07%	67
2021 Q1	$207K	Hold	4,050	–	–	0.08%	65
2020 Q4	$217K	Hold	4,050	–	–	0.09%	62
2020 Q3	$218K	Hold	4,050	–	–	0.09%	59
2020 Q2	$218K	Hold	4,050	–	–	0.1%	56
2020 Q1	$209K	Hold	4,050	–	–	0.11%	51
2019 Q4	$212K	Hold	4,050	–	–	0.09%	57
2019 Q3	$212K	Hold	4,050	–	–	0.1%	53
2019 Q2	$208K	Hold	4,050	–	–	0.1%	54
2019 Q1	$202K	Buy	+4,050	New	+$198K	0.11%	56
2018 Q2	–	Sell	-5,700	Closed	-$281K	–	60
2018 Q1	$281K	Buy	+5,700	New	+$283K	0.13%	60
2017 Q4	–	Sell	-15,466	Closed	-$784K	–	74
2017 Q3	$784K	Buy	15,466 +6,841	+79%	+$347K	0.2%	49
2017 Q2	$435K	Sell	8,625 -1,066	-11%	-$53.7K	0.24%	48
2017 Q1	$484K	Sell	9,691 -24,914	-72%	-$1.24M	0.28%	49
2016 Q4	$1.72M	Buy	+34,605	New	+$1.75M	1.26%	13

Other funds holding AGGY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Alliance Wealth Management Group's AGGY Position: Q1 2022 in Review

Alliance Wealth Management Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 4,050 shares — an estimated $209K sold.

Alliance Wealth Management Group first reported a position in AGGY in Q4 2016 and held it in 17 quarters. The position peaked at $1.72M in Q4 2016. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

Alliance Wealth Management Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
Alliance Wealth Management Group sold 4,050 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $209K.
Alliance Wealth Management Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2016 and held it in 17 quarters.
Alliance Wealth Management Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.72M in Q4 2016.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Alliance Wealth Management Group's 13F filing for Q1 2022, filed 10 May 2022.