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Creekmur Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Creekmur Asset 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
2024
Q3 		– Sell
-32
Closed -$1.38K – 1018
2024
Q2 		$1.38K Sell
32
-15
-32% -$642 ﹤0.01% 749
2024
Q1 		$2.04K Hold
47
– – ﹤0.01% 663
2023
Q4 		$2.07K Buy
+47
New +$1.98K ﹤0.01% 682

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creekmur Asset Management's AGGY Position: Q3 2024 in Review

Creekmur Asset Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 32 shares — an estimated $1.38K sold.

Creekmur Asset Management first reported a position in AGGY in Q4 2023 and held it in 3 quarters. The position peaked at $2.07K in Q4 2023. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

  • Creekmur Asset Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 32 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $1.38K.
  • Creekmur Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and held it in 3 quarters.
  • Creekmur Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.07K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.