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Colton Groome Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Colton Groome Financial 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
2023
Q1 		– Sell
-74,519
Closed -$3.18M – 123
2022
Q4 		$3.18M Buy
74,519
+12,344
+20% +$524K 1.56% 16
2022
Q3 		$2.63M Sell
62,175
-17,463
-22% -$780K 1.34% 16
2022
Q2 		$3.56M Sell
79,638
-60,841
-43% -$2.77M 1.78% 16
2022
Q1 		$6.72M Buy
140,479
+21,224
+18% +$1.05M 3.11% 10
2021
Q4 		$6.16M Sell
119,255
-14,049
-11% -$728K 2.5% 11
2021
Q3 		$6.92M Sell
133,304
-321
-0.2% -$16.9K 3.01% 11
2021
Q2 		$6.97M Buy
133,625
+2,844
+2% +$147K 3.19% 9
2021
Q1 		$6.7M Buy
130,781
+14,048
+12% +$736K 3.74% 9
2020
Q4 		$6.27M Sell
116,733
-90,727
-44% -$4.87M 4.04% 9
2020
Q3 		$11.2M Buy
207,460
+11,789
+6% +$638K 7.84% 3
2020
Q2 		$10.5M Buy
195,671
+91,897
+89% +$4.88M 7.66% 4
2020
Q1 		$5.36M Sell
103,774
-72,946
-41% -$3.82M 4.43% 3
2019
Q4 		$9.23M Buy
176,720
+5,196
+3% +$271K 6.62% 3
2019
Q3 		$8.89M Buy
171,524
+69,991
+69% +$3.64M 6.57% 3
2019
Q2 		$5.2M Buy
+101,533
New +$5.1M 4.17% 11

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Colton Groome Financial Advisors's AGGY Position: Q1 2023 in Review

Colton Groome Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 74,519 shares — an estimated $3.18M sold.

Colton Groome Financial Advisors first reported a position in AGGY in Q2 2019 and held it in 15 quarters. The position peaked at $11.2M in Q3 2020. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Colton Groome Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 74,519 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $3.18M.
  • Colton Groome Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and held it in 15 quarters.
  • Colton Groome Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $11.2M in Q3 2020.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.