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Firethorn Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Firethorn Wealth Partners’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
-5,819
Closed -$251K – 126
2023
Q2 		$251K Buy
5,819
+46
+0.8% +$2K 0.19% 96
2023
Q1 		$251K Sell
5,773
-825
-13% -$35.9K 0.2% 89
2022
Q4 		$281K Sell
6,598
-19
-0.3% -$807 0.24% 91
2022
Q3 		$279K Sell
6,617
-1,431
-18% -$63.9K 0.26% 86
2022
Q2 		$371K Sell
8,048
-4,767
-37% -$217K 0.3% 72
2022
Q1 		$613K Buy
12,815
+495
+4% +$24.5K 0.46% 50
2021
Q4 		$637K Buy
+12,320
New +$639K 0.48% 50
2021
Q2 		$429K Buy
8,216
+3,487
+74% +$181K 0.36% 65
2021
Q1 		$242K Sell
4,729
-341
-7% -$17.9K 0.23% 100
2020
Q4 		$272K Buy
+5,070
New +$272K 0.29% 73

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
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 $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Firethorn Wealth Partners's AGGY Position: Q3 2023 in Review

Firethorn Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2023, closing a stake of 5,819 shares — an estimated $251K sold.

Firethorn Wealth Partners first reported a position in AGGY in Q4 2020 and held it in 10 quarters. The position peaked at $637K in Q4 2021. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2023.

  • Firethorn Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Firethorn Wealth Partners sold 5,819 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2023, an estimated $251K.
  • Firethorn Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 10 quarters.
  • Firethorn Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $637K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2023.

Based on Firethorn Wealth Partners's 13F filing for Q3 2023, filed 17 Oct 2023.