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

Echo 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 Q3	–	Sell	-6,693	Closed	-$299K	–	43
2022 Q2	$299K	Sell	6,693 -78,409	-92%	-$3.57M	0.4%	37
2022 Q1	$3.92M	Sell	85,102 -2,760	-3%	-$136K	4.6%	7
2021 Q4	$4.46M	Sell	87,862 -27,385	-24%	-$1.42M	5.09%	7
2021 Q3	$5.95M	Buy	115,247 +8,794	+8%	+$463K	7.05%	4
2021 Q2	$5.59M	Sell	106,453 -9,857	-8%	-$511K	7.13%	3
2021 Q1	$5.96M	Sell	116,310 -39,035	-25%	-$2.05M	7.5%	2
2020 Q4	$8.34M	Buy	+155,345	New	+$8.33M	10.91%	2

Other funds holding AGGY

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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) 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

Echo Wealth Management's AGGY Position: Q3 2022 in Review

Echo Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 6,693 shares — an estimated $299K sold.

Echo Wealth Management first reported a position in AGGY in Q4 2020 and held it in 7 quarters. The position peaked at $8.34M in Q4 2020. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

Echo Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 6,693 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $299K.
Echo Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 7 quarters.
Echo Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.34M in Q4 2020.
140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.