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

Claro 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
Q2 		– Sell
-12,749
Closed -$553K – 428
2024
Q1 		$553K Buy
12,749
+225
+2% +$9.77K 0.1% 222
2023
Q4 		$551K Sell
12,524
-162
-1% -$6.83K 0.12% 194
2023
Q3 		$527K Buy
12,686
+78
+0.6% +$3.32K 0.13% 190
2023
Q2 		$543K Buy
12,608
+1,354
+12% +$58.8K 0.14% 185
2023
Q1 		$492K Buy
11,254
+3,496
+45% +$152K 0.14% 181
2022
Q4 		$331K Buy
+7,758
New +$330K 0.11% 216

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

Claro Advisors's AGGY Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 12,749 shares — an estimated $553K sold.

Claro Advisors first reported a position in AGGY in Q4 2022 and held it in 6 quarters. The position peaked at $553K in Q1 2024. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • Claro Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Claro Advisors sold 12,749 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $553K.
  • Claro Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 6 quarters.
  • Claro Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $553K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.