LFPWM
AGGY icon

Leicht Financial Planning & Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Leicht Financial Planning & 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
2023
Q1 		– Sell
-155,775
Closed -$6.64M – 22
2022
Q4 		$6.64M Buy
155,775
+1,072
+0.7% +$45.5K 4.46% 8
2022
Q3 		$6.53M Sell
154,703
-606
-0.4% -$27.1K 4.67% 8
2022
Q2 		$6.94M Sell
155,309
-1,751
-1% -$79.6K 4.7% 8
2022
Q1 		$7.51M Buy
157,060
+6,667
+4% +$329K 4.48% 9
2021
Q4 		$7.77M Sell
150,393
-3,187
-2% -$165K 4.43% 8
2021
Q3 		$8.11M Sell
153,580
-1,864
-1% -$98.1K 4.87% 7
2021
Q2 		$8.19M Buy
155,444
+22,471
+17% +$1.16M 4.97% 7
2021
Q1 		$6.81M Sell
132,973
-151,456
-53% -$7.94M 4.41% 10
2020
Q4 		$15.3M Sell
284,429
-31,157
-10% -$1.67M 10.34% 1
2020
Q3 		$17M Sell
315,586
-34,368
-10% -$1.86M 12.61% 1
2020
Q2 		$18.8M Buy
+349,954
New +$18.6M 14.96% 1

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 $18.5B AUM 19.51% 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

Leicht Financial Planning & Wealth Management's AGGY Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 155,775 shares — an estimated $6.64M sold.

Leicht Financial Planning & Wealth Management first reported a position in AGGY in Q2 2020 and held it in 11 quarters. The position peaked at $18.8M in Q2 2020. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Leicht Financial Planning & Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 155,775 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $6.64M.
  • Leicht Financial Planning & Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 11 quarters.
  • Leicht Financial Planning & Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $18.8M in Q2 2020.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.