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Cornerstone Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cornerstone Wealth Management’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
Q1 		– Sell
-30,473
Closed -$1.58M – 462
2021
Q4 		$1.58M Buy
30,473
+705
+2% +$36.5K 0.15% 140
2021
Q3 		$1.55M Buy
29,768
+97
+0.3% +$5.1K 0.16% 129
2021
Q2 		$1.55M Buy
29,671
+10,452
+54% +$541K 0.16% 129
2021
Q1 		$984K Buy
+19,219
New +$1.01M 0.12% 173

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Cornerstone Wealth Management's AGGY Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 30,473 shares — an estimated $1.58M sold.

Cornerstone Wealth Management first reported a position in AGGY in Q1 2021 and held it in 4 quarters. The position peaked at $1.58M in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 30,473 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $1.58M.
  • Cornerstone Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 4 quarters.
  • Cornerstone Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.58M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.