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Cetera Advisor Networks’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cetera Advisor Networks’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
Q1 		$741K Buy
17,071
+1,269
+8% +$55.1K ﹤0.01% 1655
2023
Q4 		$696K Buy
15,802
+672
+4% +$28.3K ﹤0.01% 1627
2023
Q3 		$628K Sell
15,130
-1,353
-8% -$57.5K ﹤0.01% 1611
2023
Q2 		$710K Buy
16,483
+1,297
+9% +$56.4K ﹤0.01% 1482
2023
Q1 		$663K Buy
15,186
+1,991
+15% +$86.6K ﹤0.01% 1502
2022
Q4 		$563K Buy
+13,195
New +$561K ﹤0.01% 1559
2022
Q3 		– Sell
-42,917
Closed -$1.92M – 2089
2022
Q2 		$1.92M Sell
42,917
-34,197
-44% -$1.56M 0.02% 601
2022
Q1 		$3.69M Buy
77,114
+33,571
+77% +$1.66M 0.04% 411
2021
Q4 		$2.25M Buy
43,543
+3,503
+9% +$182K 0.03% 559
2021
Q3 		$2.08M Buy
40,040
+1,027
+3% +$54K 0.03% 538
2021
Q2 		$2.04M Buy
+39,013
New +$2.02M 0.03% 535
2021
Q1 		– Sell
-6,139
Closed -$330K – 1477
2020
Q4 		$330K Buy
6,139
+1,646
+37% +$88.3K 0.01% 991
2020
Q3 		$242K Sell
4,493
-2,026
-31% -$110K 0.01% 1056
2020
Q2 		$351K Sell
6,519
-214
-3% -$11.4K 0.01% 834
2020
Q1 		$348K Buy
+6,733
New +$353K 0.01% 745

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Advisor Networks's AGGY Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8% in Q1 2024, buying an estimated $55.1K and bringing the position to 17,071 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Cetera Advisor Networks first reported a position in AGGY in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.69M in Q1 2022. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • Cetera Advisor Networks held 17,071 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $741K as of Q1 2024.
  • Cetera Advisor Networks bought 1,269 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $55.1K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1655 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 15 quarters since.
  • Cetera Advisor Networks's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.69M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.