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Belpointe Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-591
Closed -$25.8K – 669
2023
Q1 		$25.8K Buy
591
+40
+7% +$1.74K ﹤0.01% 2157
2022
Q4 		$23.5K Buy
+551
New +$23.4K ﹤0.01% 2070
2022
Q1 		– Sell
-2,033
Closed -$106K – 1224
2021
Q4 		$106K Buy
+2,033
New +$105K 0.01% 1163
2021
Q2 		– Sell
-1,994
Closed -$102K – 1130
2021
Q1 		$102K Sell
1,994
-1,449
-42% -$75.9K 0.01% 996
2020
Q4 		$185K Buy
3,443
+195
+6% +$10.5K 0.02% 724
2020
Q3 		$175K Buy
+3,248
New +$176K 0.02% 591
2020
Q2 		– Sell
-1,962
Closed -$101K – 734
2020
Q1 		$101K Sell
1,962
-70,810
-97% -$3.71M 0.02% 612
2019
Q4 		$3.8M Buy
72,772
+25,522
+54% +$1.33M 0.48% 41
2019
Q3 		$2.47M Buy
+47,250
New +$2.46M 0.4% 48

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Belpointe Asset Management's AGGY Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 591 shares — an estimated $25.8K sold.

Belpointe Asset Management first reported a position in AGGY in Q3 2019 and held it in 9 quarters. The position peaked at $3.8M in Q4 2019. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

  • Belpointe Asset Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 591 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $25.8K.
  • Belpointe Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 9 quarters.
  • Belpointe Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.8M in Q4 2019.
  • 147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.