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CX Institutional’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

CX Institutional’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
Q3 		– Sell
-38
Closed -$2K – 469
2022
Q2 		$2K Buy
+38
New +$1.73K ﹤0.01% 1084
2021
Q4 		– Sell
-38
Closed -$2K – 349
2021
Q3 		$2K Sell
38
-135
-78% -$7.1K ﹤0.01% 898
2021
Q2 		$9K Sell
173
-2,988
-95% -$155K ﹤0.01% 836
2021
Q1 		$162K Sell
3,161
-7,672
-71% -$402K 0.01% 328
2020
Q4 		$582K Sell
10,833
-1,762
-14% -$94.5K 0.06% 228
2020
Q3 		$678K Sell
12,595
-589
-4% -$31.9K 0.07% 192
2020
Q2 		$710K Buy
13,184
+361
+3% +$19.2K 0.09% 170
2020
Q1 		$662K Buy
12,823
+2,617
+26% +$137K 0.11% 153
2019
Q4 		$533K Sell
10,206
-731
-7% -$38.2K 0.09% 149
2019
Q3 		$572K Buy
10,937
+38
+0.3% +$1.98K 0.09% 162
2019
Q2 		$558K Buy
10,899
+1,145
+12% +$57.5K 0.09% 159
2019
Q1 		$486K Buy
9,754
+1,094
+13% +$53.5K 0.09% 158
2018
Q4 		$418K Buy
8,660
+660
+8% +$31.5K 0.09% 139
2018
Q3 		$387K Buy
8,000
+3,314
+71% +$161K 0.13% 108
2018
Q2 		$227K Buy
+4,686
New +$228K 0.08% 113

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

CX Institutional's AGGY Position: Q3 2022 in Review

CX Institutional sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 38 shares — an estimated $2K sold.

CX Institutional first reported a position in AGGY in Q2 2018 and held it in 15 quarters. The position peaked at $710K in Q2 2020. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • CX Institutional reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 38 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $2K.
  • CX Institutional first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and held it in 15 quarters.
  • CX Institutional's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $710K in Q2 2020.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.