Foundations Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Foundations Investment Advisors’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
2025 Q1	–	Sell	-14,503	Closed	-$622K	–	857
2024 Q4	$622K	Buy	+14,503	New	+$634K	0.01%	499
2023 Q4	–	Sell	-6,553	Closed	-$272K	–	667
2023 Q3	$272K	Sell	6,553 -79	-1%	-$3.36K	0.01%	529
2023 Q2	$286K	Buy	+6,632	New	+$288K	0.01%	482
2018 Q4	–	Sell	-7,726	Closed	-$374K	–	106
2018 Q3	$374K	Sell	7,726 -193,167	-96%	-$9.39M	0.09%	75
2018 Q2	$9.73M	Buy	+200,893	New	+$9.78M	2.59%	15

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

PWMG

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Foundations Investment Advisors's AGGY Position: Q1 2025 in Review

Foundations Investment Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2025, closing a stake of 14,503 shares — an estimated $622K sold.

Foundations Investment Advisors first reported a position in AGGY in Q2 2018 and held it in 5 quarters. The position peaked at $9.73M in Q2 2018. 171 funds tracked by Wall St. Rank hold AGGY as of Q1 2025.

Foundations Investment Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 14,503 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2025, an estimated $622K.
Foundations Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and held it in 5 quarters.
Foundations Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.73M in Q2 2018.
171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.