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Financial Advocates Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-5,699
Closed -$251K – 775
2023
Q4 		$251K Sell
5,699
-451
-7% -$19K 0.02% 624
2023
Q3 		$255K Buy
6,150
+1,142
+23% +$48.5K 0.02% 573
2023
Q2 		$216K Sell
5,008
-4,009
-44% -$174K 0.02% 628
2023
Q1 		$394K Buy
+9,017
New +$392K 0.03% 482
2022
Q2 		– Sell
-26,439
Closed -$1.26M – 686
2022
Q1 		$1.26M Sell
26,439
-2,689
-9% -$133K 0.08% 253
2021
Q4 		$1.5M Buy
29,128
+381
+1% +$19.7K 0.09% 249
2021
Q3 		$1.49M Buy
28,747
+4,068
+16% +$214K 0.1% 238
2021
Q2 		$1.29M Buy
24,679
+532
+2% +$27.6K 0.09% 272
2021
Q1 		$1.24M Buy
24,147
+1,946
+9% +$102K 0.09% 270
2020
Q4 		$1.19M Buy
22,201
+651
+3% +$34.9K 0.08% 274
2020
Q3 		$1.16M Sell
21,550
-34
-0.2% -$1.84K 0.1% 222
2020
Q2 		$1.16M Sell
21,584
-112
-0.5% -$5.95K 0.11% 219
2020
Q1 		$1.12M Sell
21,696
-428
-2% -$22.4K 0.16% 167
2019
Q4 		$1.16M Buy
+22,124
New +$1.16M 0.12% 193

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Financial Advocates Investment Management's AGGY Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2024, closing a stake of 5,699 shares — an estimated $251K sold.

Financial Advocates Investment Management first reported a position in AGGY in Q4 2019 and held it in 14 quarters. The position peaked at $1.5M in Q4 2021. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,699 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $251K.
  • Financial Advocates Investment Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 14 quarters.
  • Financial Advocates Investment Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.5M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.