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Heritage Wealth Management (Arizona)’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Heritage Wealth Management (Arizona)’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 		$15.8K Buy
370
+185
+100% +$7.86K ﹤0.01% 717
2022
Q3 		$8K Hold
185
– – ﹤0.01% 684
2022
Q2 		$8.27K Hold
185
– – ﹤0.01% 694
2022
Q1 		$9K Buy
+185
New +$9.14K ﹤0.01% 718
2021
Q3 		$10K Hold
185
– – ﹤0.01% 646
2021
Q2 		$10K Buy
+185
New +$9.58K ﹤0.01% 649

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 $253M AUM 11.51% 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

Heritage Wealth Management (Arizona)'s AGGY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 100% in Q4 2022, buying an estimated $7.86K and bringing the position to 370 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Heritage Wealth Management (Arizona) first reported a position in AGGY in Q2 2021 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 370 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $15.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 185 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $7.86K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #717 holding.
  • Heritage Wealth Management (Arizona) first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.