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Inspirion Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Inspirion Wealth Advisors’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
2023
Q1 		– Sell
-5,120
Closed -$218K – 142
2022
Q4 		$218K Sell
5,120
-1,144
-18% -$48.6K 0.05% 117
2022
Q3 		$264K Sell
6,264
-1,897
-23% -$84.7K 0.06% 100
2022
Q2 		$365K Sell
8,161
-2,351
-22% -$107K 0.08% 88
2022
Q1 		$503K Sell
10,512
-44,931
-81% -$2.22M 0.1% 68
2021
Q4 		$2.87M Buy
55,443
+53
+0.1% +$2.75K 0.6% 24
2021
Q3 		$2.88M Buy
55,390
+4,803
+9% +$253K 0.66% 25
2021
Q2 		$2.64M Buy
50,587
+2,481
+5% +$129K 0.65% 24
2021
Q1 		$2.46M Buy
48,106
+7,356
+18% +$386K 0.65% 21
2020
Q4 		$2.19M Buy
40,750
+1,903
+5% +$102K 0.62% 22
2020
Q3 		$2.09M Buy
38,847
+19,420
+100% +$1.05M 0.72% 22
2020
Q2 		$1.05M Buy
19,427
+872
+5% +$46.3K 0.41% 26
2020
Q1 		$958K Buy
18,555
+11,663
+169% +$611K 0.47% 25
2019
Q4 		$360K Buy
6,892
+519
+8% +$27.1K 0.12% 56
2019
Q3 		$333K Buy
+6,373
New +$331K 0.15% 55

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 $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Inspirion Wealth Advisors's AGGY Position: Q1 2023 in Review

Inspirion Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 5,120 shares — an estimated $218K sold.

Inspirion Wealth Advisors first reported a position in AGGY in Q3 2019 and held it in 14 quarters. The position peaked at $2.88M in Q3 2021. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Inspirion Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 5,120 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $218K.
  • Inspirion Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 14 quarters.
  • Inspirion Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.88M in Q3 2021.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.