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Blue Zone Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Blue Zone Wealth 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
2024
Q4 		– Sell
-4,649
Closed -$208K – 102
2024
Q3 		$208K Sell
4,649
-1,680
-27% -$74.2K 0.06% 94
2024
Q2 		$272K Hold
6,329
– – 0.09% 75
2024
Q1 		$275K Sell
6,329
-1,622
-20% -$70.4K 0.09% 77
2023
Q4 		$350K Hold
7,951
– – 0.14% 65
2023
Q3 		$330K Hold
7,951
– – 0.14% 65
2023
Q2 		$343K Hold
7,951
– – 0.16% 61
2023
Q1 		$347K Sell
7,951
-3,270
-29% -$142K 0.19% 61
2022
Q4 		$479K Sell
11,221
-2,584
-19% -$110K 0.26% 58
2022
Q3 		$583K Sell
13,805
-9,273
-40% -$414K 0.3% 60
2022
Q2 		$1.03M Sell
23,078
-3,205
-12% -$146K 0.47% 57
2022
Q1 		$1.26M Sell
26,283
-14,048
-35% -$694K 0.47% 53
2021
Q4 		$2.08M Sell
40,331
-10,507
-21% -$545K 0.69% 55
2021
Q3 		$2.64M Sell
50,838
-862
-2% -$45.3K 0.92% 48
2021
Q2 		$2.7M Buy
51,700
+19
+0% +$984 1.01% 40
2021
Q1 		$2.65M Buy
51,681
+3,643
+8% +$191K 1.13% 32
2020
Q4 		$2.58M Sell
48,038
-18,348
-28% -$984K 1.24% 27
2020
Q3 		$3.57M Sell
66,386
-37,236
-36% -$2.02M 2.02% 12
2020
Q2 		$5.58M Sell
103,622
-23,681
-19% -$1.26M 3.11% 8
2020
Q1 		$6.58M Buy
127,303
+27,609
+28% +$1.45M 6.16% 8
2019
Q4 		$5.21M Buy
+99,694
New +$5.21M 3.36% 11

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Blue Zone Wealth Advisors's AGGY Position: Q4 2024 in Review

Blue Zone Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2024, closing a stake of 4,649 shares — an estimated $208K sold.

Blue Zone Wealth Advisors first reported a position in AGGY in Q4 2019 and held it in 20 quarters. The position peaked at $6.58M in Q1 2020. 163 funds tracked by Wall St. Rank hold AGGY as of Q4 2024.

  • Blue Zone Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 4,649 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2024, an estimated $208K.
  • Blue Zone Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 20 quarters.
  • Blue Zone Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6.58M in Q1 2020.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2024.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.