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Evergreen Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Evergreen Capital 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
-5,900
Closed -$256K – 954
2024
Q1 		$256K Buy
+5,900
New +$256K 0.01% 697

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

Evergreen Capital Management's AGGY Position: Q2 2024 in Review

Evergreen Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 5,900 shares — an estimated $256K sold.

Evergreen Capital Management first reported a position in AGGY in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • Evergreen Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 5,900 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $256K.
  • Evergreen Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and held it in 1 quarter.
  • Evergreen Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $256K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Evergreen Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.