GEA
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Glen Eagle Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Glen Eagle 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
2022
Q4 		– Sell
-335
Closed -$14.1K – 1152
2022
Q3 		$14.1K Sell
335
-247
-42% -$11K ﹤0.01% 540
2022
Q2 		$26K Sell
582
-685
-54% -$31.2K 0.01% 455
2022
Q1 		$60.6K Hold
1,267
– – 0.02% 352
2021
Q4 		$65.5K Hold
1,267
– – 0.02% 339
2021
Q3 		$65.8K Hold
1,267
– – 0.02% 333
2021
Q2 		$66.1K Sell
1,267
-42
-3% -$2.18K 0.02% 330
2021
Q1 		$67K Hold
1,309
– – 0.02% 303
2020
Q4 		$70.3K Sell
1,309
-276
-17% -$14.8K 0.03% 277
2020
Q3 		$85.3K Sell
1,585
-480
-23% -$26K 0.04% 239
2020
Q2 		$111K Sell
2,065
-984
-32% -$52.3K 0.06% 201
2020
Q1 		$158K Buy
3,049
+2,320
+318% +$122K 0.11% 150
2019
Q4 		$38.1K Buy
729
+44
+6% +$2.3K 0.02% 355
2019
Q3 		$35.8K Buy
+685
New +$35.6K 0.02% 324

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glen Eagle Advisors's AGGY Position: Q4 2022 in Review

Glen Eagle Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 335 shares — an estimated $14.1K sold.

Glen Eagle Advisors first reported a position in AGGY in Q3 2019 and held it in 13 quarters. The position peaked at $158K in Q1 2020. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Glen Eagle Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Glen Eagle Advisors sold 335 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $14.1K.
  • Glen Eagle Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 13 quarters.
  • Glen Eagle Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $158K in Q1 2020.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Glen Eagle Advisors's 13F filing for Q4 2022, filed 13 Aug 2024.