KIA
AGGY icon

KLR Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

KLR Investment 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
2024
Q1 		$4.26M Sell
100,552
-12,974
-11% -$563K 3.08% 4
2023
Q4 		$5M Buy
113,526
+677
+0.6% +$28.6K 3.61% 3
2023
Q3 		$4.93M Sell
112,849
-3,807
-3% -$162K 4.48% 1
2023
Q2 		$5.03M Buy
116,656
+2,756
+2% +$120K 4.14% 2
2023
Q1 		$4.98M Buy
113,900
+5,620
+5% +$244K 4.37% 1
2022
Q4 		$4.62M Buy
+108,280
New +$4.6M 3.8% 3

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

KLR Investment Advisors's AGGY Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 11% in Q1 2024, selling an estimated $563K and leaving 100,552 shares worth $4.26M. The position accounts for 3.08% of the portfolio, ranked #4.

KLR Investment Advisors first reported a position in AGGY in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.03M in Q2 2023. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • KLR Investment Advisors held 100,552 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $4.26M as of Q1 2024.
  • KLR Investment Advisors sold 12,974 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $563K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 3.08% of KLR Investment Advisors's portfolio in Q1 2024, its #4 holding.
  • KLR Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.03M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.