Bridge Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bridge Advisory’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 Q1	–	Sell	-5,747	Closed	-$245K	–	125
2022 Q4	$245K	Sell	5,747 -772	-12%	-$32.8K	0.1%	114
2022 Q3	$275K	Sell	6,519 -8,667	-57%	-$387K	0.13%	94
2022 Q2	$682K	Buy	15,186 +2,130	+16%	+$96.9K	0.33%	62
2022 Q1	$625K	Sell	13,056 -20,168	-61%	-$997K	0.27%	58
2021 Q4	$1.72M	Buy	33,224 +18,693	+129%	+$969K	0.78%	25
2021 Q3	$754K	Buy	14,531 +2,459	+20%	+$129K	0.37%	41
2021 Q2	$630K	Buy	12,072 +73	+0.6%	+$3.78K	0.32%	42
2021 Q1	$614K	Sell	11,999 -48	-0.4%	-$2.52K	0.38%	33
2020 Q4	$647K	Buy	+12,047	New	+$646K	0.31%	47

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bridge Advisory's AGGY Position: Q1 2023 in Review

Bridge Advisory sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 5,747 shares — an estimated $245K sold.

Bridge Advisory first reported a position in AGGY in Q4 2020 and held it in 9 quarters. The position peaked at $1.72M in Q4 2021. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

Bridge Advisory reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Bridge Advisory sold 5,747 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $245K.
Bridge Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 9 quarters.
Bridge Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.72M in Q4 2021.
133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Bridge Advisory's 13F filing for Q1 2023, filed 14 Apr 2023.