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

Ameritas Advisory Services’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 Q2	–	Sell	-298	Closed	-$13K	–	589
2023 Q1	$13K	Buy	+298	New	+$13K	﹤0.01%	1802
2022 Q2	–	Sell	-4,820	Closed	-$231K	–	791
2022 Q1	$231K	Sell	4,820 -13,494	-74%	-$667K	0.01%	746
2021 Q4	$946K	Buy	+18,314	New	+$949K	0.03%	346

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PWMG

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameritas Advisory Services's AGGY Position: Q2 2023 in Review

Ameritas Advisory Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 298 shares — an estimated $13K sold.

Ameritas Advisory Services first reported a position in AGGY in Q4 2021 and held it in 3 quarters. The position peaked at $946K in Q4 2021. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

Ameritas Advisory Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 298 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $13K.
Ameritas Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 3 quarters.
Ameritas Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $946K in Q4 2021.
147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.