DWP
AGGY icon

Destiny Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Destiny Wealth Partners’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
Q4 		– Sell
-22
Closed -$1K – 680
2022
Q3 		$1K Sell
22
-93
-81% -$4.15K ﹤0.01% 545
2022
Q2 		$5K Hold
115
– – ﹤0.01% 509
2022
Q1 		$6K Sell
115
-155
-57% -$7.66K ﹤0.01% 455
2021
Q4 		$14K Sell
270
-578
-68% -$30K ﹤0.01% 416
2021
Q3 		$44K Buy
+848
New +$44.6K 0.01% 312
2021
Q2 		– Sell
-1,233
Closed -$63K – 192
2021
Q1 		$63K Sell
1,233
-99,990
-99% -$5.24M 0.01% 243
2020
Q4 		$5.43M Buy
+101,223
New +$5.43M 1.13% 30

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Destiny Wealth Partners's AGGY Position: Q4 2022 in Review

Destiny Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Destiny Wealth Partners first reported a position in AGGY in Q4 2020 and held it in 7 quarters. The position peaked at $5.43M in Q4 2020. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Destiny Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 22 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $1K.
  • Destiny Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 7 quarters.
  • Destiny Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.43M in Q4 2020.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Destiny Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.