ICA Group Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-3,138	Closed	-$136K	–	802
2024 Q1	$136K	Sell	3,138 -186	-6%	-$8.07K	0.03%	338
2023 Q4	$146K	Sell	3,324 -1,580	-32%	-$66.6K	0.03%	300
2023 Q3	$204K	Sell	4,904 -120	-2%	-$5.1K	0.06%	228
2023 Q2	$216K	Sell	5,024 -366	-7%	-$15.9K	0.05%	220
2023 Q1	$235K	Buy	5,390 +1,393	+35%	+$60.6K	0.06%	216
2022 Q4	$170K	Buy	+3,997	New	+$170K	0.04%	275

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ICA Group Wealth Management's AGGY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 3,138 shares — an estimated $136K sold.

ICA Group Wealth Management first reported a position in AGGY in Q4 2022 and held it in 6 quarters. The position peaked at $235K in Q1 2023. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

ICA Group Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 3,138 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $136K.
ICA Group Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 6 quarters.
ICA Group Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $235K in Q1 2023.
151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.