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B.O.S.S. Retirement Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

B.O.S.S. Retirement 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
2023
Q4 		– Sell
-4,899
Closed -$203K – 242
2023
Q3 		$203K Sell
4,899
-163
-3% -$6.93K 0.04% 231
2023
Q2 		$218K Buy
5,062
+287
+6% +$12.5K 0.05% 230
2023
Q1 		$209K Sell
4,775
-3,027
-39% -$132K 0.05% 221
2022
Q4 		$333K Buy
+7,802
New +$331K 0.09% 185

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 $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

B.O.S.S. Retirement Advisors's AGGY Position: Q4 2023 in Review

B.O.S.S. Retirement Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 4,899 shares — an estimated $203K sold.

B.O.S.S. Retirement Advisors first reported a position in AGGY in Q4 2022 and held it in 4 quarters. The position peaked at $333K in Q4 2022. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

  • B.O.S.S. Retirement Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 4,899 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $203K.
  • B.O.S.S. Retirement Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 4 quarters.
  • B.O.S.S. Retirement Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $333K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.