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Avidian Wealth Enterprises’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Avidian Wealth Enterprises’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
-4,796
Closed -$248K – 492
2021
Q4 		$248K Buy
+4,796
New +$249K 0.02% 447

Other funds holding AGGY

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Avidian Wealth Enterprises's AGGY Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 4,796 shares — an estimated $248K sold.

Avidian Wealth Enterprises first reported a position in AGGY in Q4 2021 and held it in 1 quarter. The position peaked at $248K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,796 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $248K.
  • Avidian Wealth Enterprises first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $248K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.