Fortitude Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Fortitude Advisory 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 Q4	–	Sell	-5,122	Closed	-$213K	–	225
2023 Q3	$213K	Sell	5,122 -864	-14%	-$36.7K	0.14%	168
2023 Q2	$258K	Sell	5,986 -446	-7%	-$19.4K	0.19%	135
2023 Q1	$281K	Sell	6,432 -2,277	-26%	-$99.1K	0.22%	124
2022 Q4	$371K	Sell	8,709 -89	-1%	-$3.78K	0.32%	84
2022 Q3	$371K	Buy	8,798 +119	+1%	+$5.31K	0.35%	73
2022 Q2	$388K	Sell	8,679 -172	-2%	-$7.82K	0.35%	78
2022 Q1	$424K	Buy	8,851 +298	+3%	+$14.7K	0.23%	79
2021 Q4	$442K	Buy	+8,553	New	+$443K	0.22%	76

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

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

Fortitude Advisory Group's AGGY Position: Q4 2023 in Review

Fortitude Advisory Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 5,122 shares — an estimated $213K sold.

Fortitude Advisory Group first reported a position in AGGY in Q4 2021 and held it in 8 quarters. The position peaked at $442K in Q4 2021. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

Fortitude Advisory Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
Fortitude Advisory Group sold 5,122 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $213K.
Fortitude Advisory Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 8 quarters.
Fortitude Advisory Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $442K in Q4 2021.
158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on Fortitude Advisory Group's 13F filing for Q4 2023, filed 6 Feb 2024.