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

Cetera 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
2024
Q1 		$825K Buy
19,010
+1,205
+7% +$52.3K 0.01% 1255
2023
Q4 		$784K Sell
17,805
-213
-1% -$8.98K 0.01% 880
2023
Q3 		$748K Buy
18,018
+1,769
+11% +$75.2K 0.01% 857
2023
Q2 		$700K Buy
16,249
+1,697
+12% +$73.7K 0.01% 878
2023
Q1 		$636K Sell
14,552
-558
-4% -$24.3K 0.01% 892
2022
Q4 		$644K Buy
15,110
+1,239
+9% +$52.6K 0.01% 849
2022
Q3 		$586K Buy
13,871
+1,434
+12% +$64K 0.02% 712
2022
Q2 		$556K Buy
12,437
+1,254
+11% +$57K 0.01% 793
2022
Q1 		$535K Sell
11,183
-3,645
-25% -$180K 0.01% 850
2021
Q4 		$766K Buy
14,828
+106
+0.7% +$5.49K 0.02% 701
2021
Q3 		$764K Buy
14,722
+6,007
+69% +$316K 0.01% 703
2021
Q2 		$455K Sell
8,715
-1,017
-10% -$52.7K 0.01% 860
2021
Q1 		$498K Sell
9,732
-177
-2% -$9.28K 0.01% 742
2020
Q4 		$532K Buy
9,909
+1,109
+13% +$59.5K 0.02% 616
2020
Q3 		$474K Buy
8,800
+819
+10% +$44.4K 0.02% 578
2020
Q2 		$430K Buy
7,981
+609
+8% +$32.4K 0.02% 584
2020
Q1 		$381K Sell
7,372
-14,825
-67% -$777K 0.02% 538
2019
Q4 		$1.16M Buy
22,197
+5,218
+31% +$272K 0.05% 339
2019
Q3 		$888K Buy
16,979
+6,762
+66% +$351K 0.04% 382
2019
Q2 		$523K Buy
+10,217
New +$513K 0.02% 550

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
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 $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Advisors's AGGY Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 6.8% in Q1 2024, buying an estimated $52.3K and bringing the position to 19,010 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #1255.

Cetera Advisors first reported a position in AGGY in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2019. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • Cetera Advisors held 19,010 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $825K as of Q1 2024.
  • Cetera Advisors bought 1,205 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $52.3K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1255 holding.
  • Cetera Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and has held it in 20 quarters since.
  • Cetera Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.16M in Q4 2019.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

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