BWA
AGGY icon

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

Burt 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
2022
Q2 		– Sell
-5,373
Closed -$257K – 91
2022
Q1 		$257K Sell
5,373
-52,427
-91% -$2.59M 0.08% 85
2021
Q4 		$2.99M Buy
+57,800
New +$3M 0.98% 16

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Burt Wealth Advisors's AGGY Position: Q2 2022 in Review

Burt Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 5,373 shares — an estimated $257K sold.

Burt Wealth Advisors first reported a position in AGGY in Q4 2021 and held it in 2 quarters. The position peaked at $2.99M in Q4 2021. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • Burt Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Burt Wealth Advisors sold 5,373 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $257K.
  • Burt Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 2 quarters.
  • Burt Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.99M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on Burt Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.