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

Clearwater Capital 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
2022
Q4 		– Sell
-88,566
Closed -$3.74M – 161
2022
Q3 		$3.74M Sell
88,566
-76,623
-46% -$3.42M 0.52% 45
2022
Q2 		$7.39M Sell
165,189
-6,925
-4% -$315K 1.01% 26
2022
Q1 		$8.24M Sell
172,114
-2,480
-1% -$123K 0.94% 32
2021
Q4 		$9.02M Sell
174,594
-1,181
-0.7% -$61.2K 1% 30
2021
Q3 		$9.13M Sell
175,775
-664
-0.4% -$34.9K 1.06% 28
2021
Q2 		$9.21M Sell
176,439
-20,089
-10% -$1.04M 1.07% 26
2021
Q1 		$10.1M Sell
196,528
-221,895
-53% -$11.6M 1.26% 20
2020
Q4 		$22.5M Buy
418,423
+64,974
+18% +$3.49M 2.98% 12
2020
Q3 		$19M Buy
353,449
+21,005
+6% +$1.14M 2.99% 12
2020
Q2 		$17.9M Buy
332,444
+132,443
+66% +$7.04M 2.99% 12
2020
Q1 		$10.3M Buy
200,001
+29,024
+17% +$1.52M 2.23% 13
2019
Q4 		$8.93M Buy
170,977
+47,207
+38% +$2.47M 1.49% 17
2019
Q3 		$6.47M Buy
123,770
+13,745
+12% +$714K 1.14% 24
2019
Q2 		$5.64M Buy
110,025
+22,385
+26% +$1.12M 1.02% 26
2019
Q1 		$4.37M Buy
+87,640
New +$4.29M 0.82% 32

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearwater Capital Advisors's AGGY Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 88,566 shares — an estimated $3.74M sold.

Clearwater Capital Advisors first reported a position in AGGY in Q1 2019 and held it in 15 quarters. The position peaked at $22.5M in Q4 2020. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Clearwater Capital Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 88,566 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $3.74M.
  • Clearwater Capital Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 15 quarters.
  • Clearwater Capital Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $22.5M in Q4 2020.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.