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Cary Street Partners Investment Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cary Street Partners Investment 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
Q4 		– Sell
-252
Closed -$10.5K – 667
2023
Q3 		$10.5K Hold
252
– – ﹤0.01% 1291
2023
Q2 		$10.9K Buy
+252
New +$11K ﹤0.01% 1219

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 $445B AUM 25.58% 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 $34.1B AUM 22.4% 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 $253M AUM 11.51% 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 $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cary Street Partners Investment Advisory's AGGY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 252 shares — an estimated $10.5K sold.

Cary Street Partners Investment Advisory first reported a position in AGGY in Q2 2023 and held it in 2 quarters. The position peaked at $10.9K in Q2 2023. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 252 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $10.5K.
  • Cary Street Partners Investment Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $10.9K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.