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Financial Gravity Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Financial Gravity Asset 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 		$5.16K Sell
120
-120
-50% -$5.14K ﹤0.01% 594
2024
Q1 		$10.5K Sell
240
-2,160
-90% -$93.8K ﹤0.01% 708
2023
Q4 		$6.32M Buy
2,400
+120
+5% +$5.06K 0.07% 97
2023
Q3 		$6.32M Buy
2,280
+2,160
+1,800% +$91.8K 0.07% 96
2023
Q2 		$5 Buy
+120
New +$5.21K ﹤0.01% 1581
2021
Q3 		– Sell
-52
Closed -$47K – 948
2021
Q2 		$47K Buy
+52
New +$2.69K 0.02% 588
2021
Q1 		– Sell
-166
Closed -$9K – 757
2020
Q4 		$9K Buy
+166
New +$8.9K 0.01% 183

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

Financial Gravity Asset Management's AGGY Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 50% in Q2 2024, selling an estimated $5.14K and leaving 120 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Financial Gravity Asset Management first reported a position in AGGY in Q4 2020 and has held it in 7 quarters since. The position peaked at $6.32M in Q4 2023. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • Financial Gravity Asset Management held 120 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $5.16K as of Q2 2024.
  • Financial Gravity Asset Management sold 120 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $5.14K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #594 holding.
  • Financial Gravity Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6.32M in Q4 2023.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.