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Farmers & Merchants Investments Inc’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-33
Closed -$1.42K – 1756
2023
Q2 		$1.42K Buy
+33
New +$1.43K ﹤0.01% 1246
2023
Q1 		– Sell
-615
Closed -$26.2K – 1744
2022
Q4 		$26.2K Buy
+615
New +$26.1K ﹤0.01% 490

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 $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Farmers & Merchants Investments Inc's AGGY Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2023, closing a stake of 33 shares — an estimated $1.42K sold.

Farmers & Merchants Investments Inc first reported a position in AGGY in Q4 2022 and held it in 2 quarters. The position peaked at $26.2K in Q4 2022. 153 funds tracked by Wall St. Rank hold AGGY as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 33 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2023, an estimated $1.42K.
  • Farmers & Merchants Investments Inc first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $26.2K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.