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

Horizon 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
2022
Q2 		– Sell
-453,710
Closed -$21.7M – 462
2022
Q1 		$21.7M Buy
453,710
+16,652
+4% +$823K 0.61% 30
2021
Q4 		$22.6M Buy
437,058
+21,679
+5% +$1.12M 0.67% 30
2021
Q3 		$21.5M Sell
415,379
-9,299
-2% -$489K 0.56% 33
2021
Q2 		$22.1M Buy
424,678
+32,498
+8% +$1.68M 0.66% 34
2021
Q1 		$20.1M Buy
+392,180
New +$20.6M 0.74% 29
2020
Q4 		– Sell
-1,326,975
Closed -$71.3M – 99
2020
Q3 		$71.3M Sell
1,326,975
-924,954
-41% -$50.1M 2.54% 10
2020
Q2 		$121M Buy
2,251,929
+1,480,944
+192% +$78.7M 2.98% 8
2020
Q1 		$39.7M Buy
770,985
+345,519
+81% +$18.1M 1.94% 9
2019
Q4 		$22.2M Sell
425,466
-518,020
-55% -$27.1M 0.98% 18
2019
Q3 		$49.2M Sell
943,486
-161,585
-15% -$8.4M 1.99% 13
2019
Q2 		$56.6M Buy
1,105,071
+132,715
+14% +$6.66M 1.58% 19
2019
Q1 		$48.3M Buy
+972,356
New +$47.5M 1.72% 22

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 $8.53B AUM 21.43% 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

Horizon Investments's AGGY Position: Q2 2022 in Review

Horizon Investments sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 453,710 shares — an estimated $21.7M sold.

Horizon Investments first reported a position in AGGY in Q1 2019 and held it in 12 quarters. The position peaked at $121M in Q2 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • Horizon Investments reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Horizon Investments sold 453,710 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $21.7M.
  • Horizon Investments first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 12 quarters.
  • Horizon Investments's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $121M in Q2 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on Horizon Investments's 13F filing for Q2 2022, filed 12 Aug 2022.