Future Financial Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Future Financial Wealth Management’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	-33,041	Closed	-$1.41M	–	109
2022 Q4	$1.41M	Sell	33,041 -7,342	-18%	-$312K	1.6%	14
2022 Q3	$1.81M	Sell	40,383 -2,141	-5%	-$95.6K	2.08%	8
2022 Q2	$2.04M	Hold	42,524	–	–	1.99%	7
2022 Q1	$2.04M	Buy	42,524 +3,108	+8%	+$154K	1.69%	7
2021 Q4	$2.02M	Buy	39,416 +2,415	+7%	+$125K	1.62%	8
2021 Q3	$1.93M	Hold	37,001	–	–	1.99%	8
2021 Q2	$1.93M	Buy	37,001 +9,575	+35%	+$496K	1.99%	8
2021 Q1	$1.4M	Buy	27,426 +459	+2%	+$24.1K	1.61%	16
2020 Q4	$1.45M	Buy	+26,967	New	+$1.45M	1.67%	17

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 $253M AUM 11.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Future Financial Wealth Management's AGGY Position: Q1 2023 in Review

Future Financial Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 33,041 shares — an estimated $1.41M sold.

Future Financial Wealth Management first reported a position in AGGY in Q4 2020 and held it in 9 quarters. The position peaked at $2.04M in Q2 2022. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

Future Financial Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Future Financial Wealth Management sold 33,041 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $1.41M.
Future Financial Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 9 quarters.
Future Financial Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.04M in Q2 2022.
133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Future Financial Wealth Management's 13F filing for Q1 2023, filed 4 Apr 2023.