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Guardian Wealth Advisors (North Carolina)’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-334
Closed -$14.9K – 519
2024
Q3 		$14.9K Buy
+334
New +$14.7K ﹤0.01% 368
2023
Q3 		– Sell
-78
Closed -$3.36K – 423
2023
Q2 		$3.36K Hold
78
– – ﹤0.01% 376
2023
Q1 		$3.41K Hold
78
– – ﹤0.01% 371
2022
Q4 		$3.33K Hold
78
– – ﹤0.01% 342
2022
Q3 		$3K Hold
78
– – ﹤0.01% 315
2022
Q2 		$3K Buy
+78
New +$3.55K ﹤0.01% 326

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 $253M AUM 11.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AGGY Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2024, closing a stake of 334 shares — an estimated $14.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AGGY in Q2 2022 and held it in 6 quarters. The position peaked at $14.9K in Q3 2024. 163 funds tracked by Wall St. Rank hold AGGY as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 334 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2024, an estimated $14.9K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and held it in 6 quarters.
  • Guardian Wealth Advisors (North Carolina)'s WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $14.9K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.