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

LexAurum 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
2022
Q3 		– Sell
-16,290
Closed -$728K – 245
2022
Q2 		$728K Buy
16,290
+4,652
+40% +$212K 0.27% 77
2022
Q1 		$557K Sell
11,638
-422
-3% -$20.9K 0.18% 118
2021
Q4 		$623K Sell
12,060
-4,097
-25% -$212K 0.2% 108
2021
Q3 		$839K Buy
16,157
+1,653
+11% +$87K 0.25% 96
2021
Q2 		$757K Buy
14,504
+1,057
+8% +$54.8K 0.22% 114
2021
Q1 		$688K Buy
13,447
+809
+6% +$42.4K 0.24% 100
2020
Q4 		$679K Buy
12,638
+1,483
+13% +$79.5K 0.24% 101
2020
Q3 		$600K Buy
11,155
+1,945
+21% +$105K 0.25% 89
2020
Q2 		$496K Buy
9,210
+3,691
+67% +$196K 0.27% 84
2020
Q1 		$285K Buy
+5,519
New +$289K 0.2% 118
2019
Q2 		– Sell
-4,741
Closed -$236K – 173
2019
Q1 		$236K Buy
+4,741
New +$232K 0.16% 138

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

LexAurum Advisors's AGGY Position: Q3 2022 in Review

LexAurum Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 16,290 shares — an estimated $728K sold.

LexAurum Advisors first reported a position in AGGY in Q1 2019 and held it in 11 quarters. The position peaked at $839K in Q3 2021. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • LexAurum Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • LexAurum Advisors sold 16,290 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $728K.
  • LexAurum Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 11 quarters.
  • LexAurum Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $839K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on LexAurum Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.