HGERS
AGGY icon

Householder Group Estate & Retirement Specialist’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Householder Group Estate & Retirement Specialist’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
-762
Closed -$34K – 549
2024
Q3 		$34K Sell
762
-26
-3% -$1.15K 0.01% 562
2024
Q2 		$33K Sell
788
-166
-17% -$7.11K 0.01% 561
2024
Q1 		$41.4K Hold
954
– – 0.01% 509
2023
Q4 		$42K Sell
954
-247
-21% -$10.4K 0.01% 492
2023
Q3 		$49.9K Buy
+1,201
New +$51.1K 0.02% 448
2023
Q1 		$53K Buy
+1,209
New +$52.6K 0.02% 432

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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 $103B AUM 28.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AGGY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2024, closing a stake of 762 shares — an estimated $34K sold.

Householder Group Estate & Retirement Specialist first reported a position in AGGY in Q1 2023 and held it in 6 quarters. The position peaked at $53K in Q1 2023. 163 funds tracked by Wall St. Rank hold AGGY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 762 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2024, an estimated $34K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $53K in Q1 2023.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.