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BluePath Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

BluePath Capital 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
Q4 		– Sell
-1,480
Closed -$61.4K – 112
2023
Q3 		$61.4K Buy
+1,480
New +$62.9K 0.06% 172

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

BluePath Capital Management's AGGY Position: Q4 2023 in Review

BluePath Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 1,480 shares — an estimated $61.4K sold.

BluePath Capital Management first reported a position in AGGY in Q3 2023 and held it in 1 quarter. The position peaked at $61.4K in Q3 2023. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

  • BluePath Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 1,480 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $61.4K.
  • BluePath Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $61.4K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.