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Founders Financial Securities’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Founders Financial Securities’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
2022
Q2 		– Sell
-5,363
Closed -$257K – 264
2022
Q1 		$257K Buy
5,363
+260
+5% +$12.8K 0.05% 233
2021
Q4 		$264K Buy
5,103
+50
+1% +$2.59K 0.05% 222
2021
Q3 		$262K Sell
5,053
-2,660
-34% -$140K 0.05% 225
2021
Q2 		$403K Sell
7,713
-153
-2% -$7.92K 0.08% 198
2021
Q1 		$403K Buy
7,866
+894
+13% +$46.9K 0.09% 169
2020
Q4 		$374K Sell
6,972
-25,109
-78% -$1.35M 0.09% 150
2020
Q3 		$1.73M Buy
+32,081
New +$1.74M 0.55% 36
2020
Q2 		– Sell
-19,303
Closed -$997K – 173
2020
Q1 		$997K Sell
19,303
-3,793
-16% -$199K 0.37% 38
2019
Q4 		$1.21M Buy
23,096
+678
+3% +$35.4K 0.41% 49
2019
Q3 		$1.17M Buy
22,418
+8,606
+62% +$447K 0.37% 54
2019
Q2 		$708K Buy
13,812
+2,921
+27% +$147K 0.23% 68
2019
Q1 		$543K Buy
+10,891
New +$533K 0.17% 85

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Founders Financial Securities's AGGY Position: Q2 2022 in Review

Founders Financial Securities sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 5,363 shares — an estimated $257K sold.

Founders Financial Securities first reported a position in AGGY in Q1 2019 and held it in 12 quarters. The position peaked at $1.73M in Q3 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • Founders Financial Securities reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Founders Financial Securities sold 5,363 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $257K.
  • Founders Financial Securities first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 12 quarters.
  • Founders Financial Securities's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.73M in Q3 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on Founders Financial Securities's 13F filing for Q2 2022, filed 27 Jul 2022.