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HNP Capital’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

HNP Capital’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 		– Sell
-4,757
Closed -$201K – 132
2022
Q3 		$201K Hold
4,757
– – 0.06% 131
2022
Q2 		$213K Hold
4,757
– – 0.06% 137
2022
Q1 		$228K Sell
4,757
-82
-2% -$4.05K 0.05% 146
2021
Q4 		$250K Sell
4,839
-140
-3% -$7.26K 0.06% 149
2021
Q3 		$259K Hold
4,979
– – 0.06% 135
2021
Q2 		$260K Sell
4,979
-576
-10% -$29.8K 0.07% 136
2021
Q1 		$284K Sell
5,555
-3,909
-41% -$205K 0.08% 124
2020
Q4 		$508K Sell
9,464
-8,521
-47% -$457K 0.17% 95
2020
Q3 		$967K Sell
17,985
-6,882
-28% -$373K 0.35% 70
2020
Q2 		$1.34M Buy
+24,867
New +$1.32M 0.56% 50
2020
Q1 		– Sell
-18,096
Closed -$951K – 267
2019
Q4 		$951K Buy
18,096
+10,254
+131% +$535K 0.41% 56
2019
Q3 		$413K Buy
+7,842
New +$408K 0.23% 79

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 $238M AUM 9.19% 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

HNP Capital's AGGY Position: Q4 2022 in Review

HNP Capital sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 4,757 shares — an estimated $201K sold.

HNP Capital first reported a position in AGGY in Q3 2019 and held it in 12 quarters. The position peaked at $1.34M in Q2 2020. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • HNP Capital reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • HNP Capital sold 4,757 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $201K.
  • HNP Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 12 quarters.
  • HNP Capital's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.34M in Q2 2020.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on HNP Capital's 13F filing for Q4 2022, filed 24 Jan 2023.