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Herold Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Herold Advisors’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
Q2 		– Sell
-125
Closed -$5.98K – 199
2022
Q1 		$5.98K Buy
+125
New +$6.18K ﹤0.01% 659
2021
Q4 		– Sell
-125
Closed -$6K – 210
2021
Q3 		$6K Buy
+125
New +$6.58K ﹤0.01% 641

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Herold Advisors's AGGY Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 125 shares — an estimated $5.98K sold.

Herold Advisors first reported a position in AGGY in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • Herold Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 125 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $5.98K.
  • Herold Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.