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Insight Wealth Strategies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-4,793
Closed -$249K – 154
2021
Q3 		$249K Sell
4,793
-614
-11% -$32.3K 0.04% 169
2021
Q2 		$282K Buy
5,407
+143
+3% +$7.41K 0.04% 163
2021
Q1 		$270K Sell
5,264
-5,698
-52% -$299K 0.04% 188
2020
Q4 		$589K Sell
10,962
-207
-2% -$11.1K 0.1% 105
2020
Q3 		$601K Buy
11,169
+59
+0.5% +$3.19K 0.11% 88
2020
Q2 		$598K Buy
11,110
+128
+1% +$6.8K 0.13% 73
2020
Q1 		$567K Sell
10,982
-825
-7% -$43.2K 0.15% 65
2019
Q4 		$617K Buy
11,807
+353
+3% +$18.4K 0.13% 105
2019
Q3 		$599K Buy
11,454
+932
+9% +$48.4K 0.14% 99
2019
Q2 		$539K Sell
10,522
-1,054
-9% -$52.9K 0.13% 97
2019
Q1 		$577K Sell
11,576
-473
-4% -$23.1K 0.16% 88
2018
Q4 		$581K Buy
+12,049
New +$575K 0.18% 78

Other funds holding AGGY

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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 $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Insight Wealth Strategies's AGGY Position: Q4 2021 in Review

Insight Wealth Strategies sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2021, closing a stake of 4,793 shares — an estimated $249K sold.

Insight Wealth Strategies first reported a position in AGGY in Q4 2018 and held it in 12 quarters. The position peaked at $617K in Q4 2019. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

  • Insight Wealth Strategies reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,793 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $249K.
  • Insight Wealth Strategies first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 12 quarters.
  • Insight Wealth Strategies's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $617K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.