GM
AGGY icon

GeoWealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-20,196
Closed -$867K – 1076
2024
Q4 		$867K Buy
+20,196
New +$882K 0.03% 326
2020
Q1 		– Sell
-3,995
Closed -$209K – 93
2019
Q4 		$209K Buy
+3,995
New +$209K 0.11% 93

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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

GeoWealth Management's AGGY Position: Q1 2025 in Review

GeoWealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2025, closing a stake of 20,196 shares — an estimated $867K sold.

GeoWealth Management first reported a position in AGGY in Q4 2019 and held it in 2 quarters. The position peaked at $867K in Q4 2024. 171 funds tracked by Wall St. Rank hold AGGY as of Q1 2025.

  • GeoWealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 20,196 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2025, an estimated $867K.
  • GeoWealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 2 quarters.
  • GeoWealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $867K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.