Cerity Partners
AGGY icon

Cerity Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cerity Partners’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
Q2 		– Sell
-7,554
Closed -$328K – 2227
2024
Q1 		$328K Sell
7,554
-11,303
-60% -$491K ﹤0.01% 1820
2023
Q4 		$830K Buy
18,857
+3,808
+25% +$161K ﹤0.01% 1056
2023
Q3 		$625K Buy
+15,049
New +$640K ﹤0.01% 894

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners's AGGY Position: Q2 2024 in Review

Cerity Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 7,554 shares — an estimated $328K sold.

Cerity Partners first reported a position in AGGY in Q3 2023 and held it in 3 quarters. The position peaked at $830K in Q4 2023. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • Cerity Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 7,554 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $328K.
  • Cerity Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 3 quarters.
  • Cerity Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $830K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.