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

Avior 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
2025 Q1	–	Sell	-2,601	Closed	-$112K	–	772
2024 Q4	$112K	Sell	2,601 -1	-0%	-$44	﹤0.01%	859
2024 Q3	$116K	Buy	2,602 +410	+19%	+$18.1K	﹤0.01%	840
2024 Q2	$94.2K	Sell	2,192 -1,156	-35%	-$49.5K	﹤0.01%	882
2024 Q1	$145K	Buy	+3,348	New	+$145K	0.01%	806
2023 Q4	–	Sell	-6,645	Closed	-$276K	–	1523
2023 Q3	$276K	Buy	6,645 +268	+4%	+$11.4K	0.02%	462
2023 Q2	$275K	Buy	6,377 +289	+5%	+$12.6K	0.02%	464
2023 Q1	$266K	Buy	+6,088	New	+$265K	0.02%	473

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

PWMG

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management's AGGY Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2025, closing a stake of 2,601 shares — an estimated $112K sold.

Avior Wealth Management first reported a position in AGGY in Q1 2023 and held it in 7 quarters. The position peaked at $276K in Q3 2023. 171 funds tracked by Wall St. Rank hold AGGY as of Q1 2025.

Avior Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,601 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2025, an estimated $112K.
Avior Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 7 quarters.
Avior Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $276K in Q3 2023.
171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.