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GM Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

GM Advisory Group’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
2024
Q3 		– Sell
-4,983
Closed -$214K – 253
2024
Q2 		$214K Buy
+4,983
New +$213K 0.01% 220
2023
Q4 		– Sell
-5,867
Closed -$244K – 200
2023
Q3 		$244K Sell
5,867
-4
-0.1% -$170 0.02% 172
2023
Q2 		$253K Buy
5,871
+19
+0.3% +$826 0.02% 168
2023
Q1 		$256K Buy
5,852
+18
+0.3% +$783 0.02% 165
2022
Q4 		$249K Sell
5,834
-2,847
-33% -$121K 0.03% 155
2022
Q3 		$367K Buy
8,681
+63
+0.7% +$2.81K 0.05% 131
2022
Q2 		$385K Buy
8,618
+1,146
+15% +$52.1K 0.06% 128
2022
Q1 		$358K Buy
7,472
+32
+0.4% +$1.58K 0.04% 146
2021
Q4 		$384K Sell
7,440
-158
-2% -$8.19K 0.03% 145
2021
Q3 		$394K Buy
7,598
+1,937
+34% +$102K 0.04% 141
2021
Q2 		$296K Sell
5,661
-104
-2% -$5.39K 0.03% 162
2021
Q1 		$295K Buy
+5,765
New +$302K 0.04% 156

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GM Advisory Group's AGGY Position: Q3 2024 in Review

GM Advisory Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 4,983 shares — an estimated $214K sold.

GM Advisory Group first reported a position in AGGY in Q1 2021 and held it in 12 quarters. The position peaked at $394K in Q3 2021. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

  • GM Advisory Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • GM Advisory Group sold 4,983 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $214K.
  • GM Advisory Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 12 quarters.
  • GM Advisory Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $394K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on GM Advisory Group's 13F filing for Q3 2024, filed 12 Nov 2024.