Gradient Investments’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Gradient Investments’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	-5,716	Closed	-$246K	–	319
2024 Q2	$246K	Buy	+5,716	New	+$245K	0.01%	293
2022 Q4	–	Sell	-2	Closed	–	–	1502
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1334
2022 Q2	$0	Sell	2 -178	-99%	-$8.1K	﹤0.01%	1208
2022 Q1	$9K	Buy	+180	New	+$8.89K	﹤0.01%	787
2021 Q2	–	Sell	-89	Closed	-$5K	–	1140
2021 Q1	$5K	Buy	+89	New	+$4.66K	﹤0.01%	872

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gradient Investments's AGGY Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 5,716 shares — an estimated $246K sold.

Gradient Investments first reported a position in AGGY in Q1 2021 and held it in 5 quarters. The position peaked at $246K in Q2 2024. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

Gradient Investments reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 5,716 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $246K.
Gradient Investments first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 5 quarters.
Gradient Investments's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $246K in Q2 2024.
152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.