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American Portfolios Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

American Portfolios Advisors’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
Q2 		– Sell
-1,955
Closed -$93.5K – 3527
2022
Q1 		$93.5K Hold
1,955
– – ﹤0.01% 1553
2021
Q4 		$101K Sell
1,955
-329
-14% -$17.1K ﹤0.01% 1503
2021
Q3 		$119K Buy
2,284
+2
+0.1% +$105 ﹤0.01% 1376
2021
Q2 		$119K Buy
2,282
+1
+0% +$52 ﹤0.01% 1338
2021
Q1 		$117K Buy
2,281
+464
+26% +$24.3K 0.01% 1259
2020
Q4 		$97.5K Sell
1,817
-4,417
-71% -$237K 0.01% 1168
2020
Q3 		$336K Buy
6,234
+795
+15% +$43.1K 0.02% 608
2020
Q2 		$293K Sell
5,439
-346
-6% -$18.4K 0.02% 603
2020
Q1 		$299K Sell
5,785
-516
-8% -$27K 0.02% 525
2019
Q4 		$329K Buy
6,301
+5,890
+1,433% +$308K 0.02% 560
2019
Q3 		$21.5K Buy
+411
New +$21.4K ﹤0.01% 1629

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

American Portfolios Advisors's AGGY Position: Q2 2022 in Review

American Portfolios Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 1,955 shares — an estimated $93.5K sold.

American Portfolios Advisors first reported a position in AGGY in Q3 2019 and held it in 11 quarters. The position peaked at $336K in Q3 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • American Portfolios Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 1,955 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $93.5K.
  • American Portfolios Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 11 quarters.
  • American Portfolios Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $336K in Q3 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.