GRP
AGGY icon

Global Retirement Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Global Retirement Partners’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
Q4 		$609K Buy
13,832
+11
+0.1% +$487 0.01% 859
2025
Q3 		$612K Buy
13,821
+4
+0% +$175 0.01% 699
2025
Q2 		$603K Buy
+13,817
New +$595K 0.01% 653
2024
Q4 		$437K Sell
10,174
-283
-3% -$12.4K 0.01% 681
2024
Q3 		$468K Buy
10,457
+3
+0% +$132 0.01% 649
2024
Q2 		$449K Sell
10,454
-55
-0.5% -$2.35K 0.01% 637
2024
Q1 		$456K Buy
10,509
+344
+3% +$14.9K 0.02% 552
2023
Q4 		$444K Buy
10,165
+81
+0.8% +$3.42K 0.02% 524
2023
Q3 		$415K Buy
10,084
+2,823
+39% +$120K 0.02% 480
2023
Q2 		$313K Sell
7,261
-131
-2% -$5.69K 0.02% 560
2023
Q1 		$325K Sell
7,392
-169
-2% -$7.35K 0.02% 532
2022
Q4 		$322K Buy
7,561
+456
+6% +$19.4K 0.02% 464
2022
Q3 		$295K Buy
7,105
+240
+3% +$10.7K 0.02% 476
2022
Q2 		$307K Hold
6,865
– – 0.02% 455
2022
Q1 		$314K Buy
+6,865
New +$339K 0.02% 454

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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return