Kades & Cheifetz’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Kades & Cheifetz’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	$389K	Buy	+9,070	New	+$396K	0.2%	76

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

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

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

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

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

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

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

Kades & Cheifetz's AGGY Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2024: 9,070 shares worth $389K. The stake represents 0.2% of the portfolio and ranks #76 among its holdings.

163 funds tracked by Wall St. Rank hold AGGY as of Q4 2024.

Kades & Cheifetz held 9,070 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $389K as of Q4 2024.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Kades & Cheifetz position in Q4 2024.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.2% of Kades & Cheifetz's portfolio in Q4 2024, its #76 holding.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.