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EWG Elevate’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-1,488
Closed -$63.5K – 103
2022
Q4 		$63.5K Buy
+1,488
New +$63.2K 0.03% 154
2022
Q2 		– Sell
-4,782
Closed -$229K – 78
2022
Q1 		$229K Buy
+4,782
New +$236K 0.09% 77
2020
Q2 		– Sell
-4,026
Closed -$208K – 59
2020
Q1 		$208K Sell
4,026
-665
-14% -$34.8K 0.16% 53
2019
Q4 		$245K Buy
+4,691
New +$245K 0.13% 68

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

EWG Elevate's AGGY Position: Q1 2023 in Review

EWG Elevate sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 1,488 shares — an estimated $63.5K sold.

EWG Elevate first reported a position in AGGY in Q4 2019 and held it in 4 quarters. The position peaked at $245K in Q4 2019. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • EWG Elevate reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 1,488 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $63.5K.
  • EWG Elevate first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 4 quarters.
  • EWG Elevate's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $245K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.