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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q4 		– Sell
-1,910
Closed -$79.3K – 317
2023
Q3 		$79.3K Buy
+1,910
New +$81.2K 0.06% 144
2023
Q2 		– Sell
-1,875
Closed -$81.5K – 141
2023
Q1 		$81.9K Sell
1,875
-2,941
-61% -$128K 0.06% 136
2022
Q4 		$205K Buy
+4,816
New +$205K 0.18% 70

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AGGY Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 1,910 shares — an estimated $79.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AGGY in Q4 2022 and held it in 3 quarters. The position peaked at $205K in Q4 2022. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,910 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $79.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $205K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.