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Intrua Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Intrua Financial’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
Q3 		– Sell
-10,970
Closed -$471K – 381
2024
Q2 		$471K Sell
10,970
-202
-2% -$8.65K 0.07% 238
2024
Q1 		$485K Sell
11,172
-1,499
-12% -$65.1K 0.07% 246
2023
Q4 		$558K Sell
12,671
-1,428
-10% -$60.2K 0.08% 207
2023
Q3 		$585K Sell
14,099
-22
-0.2% -$935 0.1% 176
2023
Q2 		$608K Buy
14,121
+80
+0.6% +$3.48K 0.1% 169
2023
Q1 		$614K Sell
14,041
-131
-0.9% -$5.7K 0.13% 154
2022
Q4 		$628K Buy
14,172
+1,261
+10% +$53.6K 0.15% 150
2022
Q3 		$545K Sell
12,911
-1,644
-11% -$73.4K 0.15% 153
2022
Q2 		$651K Sell
14,555
-3,674
-20% -$167K 0.14% 160
2022
Q1 		$872K Sell
18,229
-3,011
-14% -$149K 0.16% 136
2021
Q4 		$1.1M Sell
21,240
-11,245
-35% -$583K 0.19% 117
2021
Q3 		$1.69M Sell
32,485
-2,796
-8% -$147K 0.31% 71
2021
Q2 		$1.85M Sell
35,281
-1,493
-4% -$77.3K 0.44% 42
2021
Q1 		$1.9M Sell
36,774
-2,449
-6% -$128K 0.48% 40
2020
Q4 		$2.11M Sell
39,223
-1,536
-4% -$82.4K 0.94% 19
2020
Q3 		$2.18M Buy
40,759
+4,076
+11% +$221K 1.07% 18
2020
Q2 		$1.98M Buy
+36,683
New +$1.95M 0.76% 31

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
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
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 $238M AUM 9.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Intrua Financial's AGGY Position: Q3 2024 in Review

Intrua Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 10,970 shares — an estimated $471K sold.

Intrua Financial first reported a position in AGGY in Q2 2020 and held it in 17 quarters. The position peaked at $2.18M in Q3 2020. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

  • Intrua Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 10,970 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $471K.
  • Intrua Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 17 quarters.
  • Intrua Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.18M in Q3 2020.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.