BNP Paribas Financial Markets
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BNP Paribas Financial Markets’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

BNP Paribas Financial Markets’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
Q3 		– Sell
-3
Closed -$129 – 4139
2024
Q2 		$129 Sell
3
-6
-67% -$257 ﹤0.01% 3955
2024
Q1 		$391 Buy
+9
New +$391 ﹤0.01% 3913
2023
Q4 		– Sell
-15
Closed -$623 – 4005
2023
Q3 		$623 Buy
+15
New +$638 ﹤0.01% 3777

Other funds holding AGGY

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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 $253M AUM 11.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BNP Paribas Financial Markets's AGGY Position: Q3 2024 in Review

BNP Paribas Financial Markets sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 3 shares — an estimated $129 sold.

BNP Paribas Financial Markets first reported a position in AGGY in Q3 2023 and held it in 3 quarters. The position peaked at $623 in Q3 2023. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

  • BNP Paribas Financial Markets reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • BNP Paribas Financial Markets sold 3 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $129.
  • BNP Paribas Financial Markets first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 3 quarters.
  • BNP Paribas Financial Markets's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $623 in Q3 2023.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on BNP Paribas Financial Markets's 13F filing for Q3 2024, filed 13 Nov 2024.