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

EPG 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
2024
Q2 		– Sell
-16
Closed -$685 – 438
2024
Q1 		$694 Hold
16
– – ﹤0.01% 438
2023
Q4 		$688 Buy
+16
New +$675 ﹤0.01% 417
2023
Q3 		– Sell
-33
Closed -$1.42K – 423
2023
Q2 		$1.42K Buy
+33
New +$1.43K ﹤0.01% 401
2022
Q1 		– Sell
-111
Closed -$6K – 398
2021
Q4 		$6K Hold
111
– – ﹤0.01% 372
2021
Q3 		$6K Buy
+111
New +$5.84K ﹤0.01% 345

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EPG Wealth Management's AGGY Position: Q2 2024 in Review

EPG Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 16 shares — an estimated $685 sold.

EPG Wealth Management first reported a position in AGGY in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • EPG Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 16 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $685.
  • EPG Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2021 and held it in 5 quarters.
  • EPG Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.