Ford Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-28,602	Closed	-$1.22M	–	12
2022 Q4	$1.22M	Sell	28,602 -2,745	-9%	-$117K	0.48%	42
2022 Q3	$1.32M	Buy	31,347 +3,127	+11%	+$140K	0.55%	33
2022 Q2	$1.26M	Buy	28,220 +17,852	+172%	+$812K	0.51%	42
2022 Q1	$496K	Buy	10,368 +10,271	+10,589%	+$507K	0.19%	63
2021 Q4	$5	Buy	+97	New	+$5.03K	﹤0.01%	375
2021 Q3	–	Sell	-97	Closed	-$5K	–	111
2021 Q2	$5K	Buy	+97	New	+$5.03K	﹤0.01%	400

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ford Financial Group's AGGY Position: Q1 2023 in Review

Ford Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 28,602 shares — an estimated $1.22M sold.

Ford Financial Group first reported a position in AGGY in Q2 2021 and held it in 6 quarters. The position peaked at $1.32M in Q3 2022. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

Ford Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 28,602 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $1.22M.
Ford Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and held it in 6 quarters.
Ford Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.32M in Q3 2022.
133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.