AWM
AGGY icon

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

Alterna Wealth 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
2026
Q1 		$346K Sell
7,973
-473
-6% -$20.8K 0.26% 75
2025
Q4 		$372K Hold
8,446
– – 0.31% 74
2025
Q3 		$374K Sell
8,446
-681
-7% -$29.8K 0.31% 67
2025
Q2 		$398K Sell
9,127
-313
-3% -$13.5K 0.32% 67
2025
Q1 		$410K Sell
9,440
-10,820
-53% -$467K 0.31% 61
2024
Q4 		$870K Buy
20,260
+11,837
+141% +$517K 0.73% 37
2024
Q3 		$377K Hold
8,423
– – 0.34% 61
2024
Q2 		$362K Buy
8,423
+3,222
+62% +$138K 0.32% 73
2024
Q1 		$226K Buy
+5,201
New +$226K 0.18% 87

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 $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return