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Cornerstone Retirement Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cornerstone Retirement Group’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
Q3 		– Sell
-6,372
Closed -$275K – 34
2023
Q2 		$275K Buy
6,372
+11
+0.2% +$478 0.08% 20
2023
Q1 		$278K Buy
+6,361
New +$277K 0.08% 14

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cornerstone Retirement Group's AGGY Position: Q3 2023 in Review

Cornerstone Retirement Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2023, closing a stake of 6,372 shares — an estimated $275K sold.

Cornerstone Retirement Group first reported a position in AGGY in Q1 2023 and held it in 2 quarters. The position peaked at $278K in Q1 2023. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2023.

  • Cornerstone Retirement Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Retirement Group sold 6,372 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2023, an estimated $275K.
  • Cornerstone Retirement Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 2 quarters.
  • Cornerstone Retirement Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $278K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.