Lake Point Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$3K	Hold	73	–	–	﹤0.01%	266
2022 Q1	$3K	Hold	73	–	–	﹤0.01%	284
2021 Q4	$4K	Hold	73	–	–	﹤0.01%	267
2021 Q3	$4K	Hold	73	–	–	﹤0.01%	249
2021 Q2	$4K	Buy	+73	New	+$3.78K	﹤0.01%	258
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	175
2019 Q4	$4K	Buy	+73	New	+$3.81K	﹤0.01%	392
2019 Q2	$41K	Hold	796	–	–	0.01%	165
2019 Q1	$41K	Sell	796 -34,065	-98%	-$1.67M	0.01%	165
2018 Q4	$1.68M	Buy	+34,861	New	+$1.66M	0.63%	34

Other funds holding AGGY

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Lake Point Wealth Management's AGGY Position: Q2 2022 in Review

Lake Point Wealth Management held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2022 at 73 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Lake Point Wealth Management first reported a position in AGGY in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2018. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

Lake Point Wealth Management held 73 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3K as of Q2 2022.
Lake Point Wealth Management left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2022.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #266 holding.
Lake Point Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.68M in Q4 2018.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.