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

LGT Financial 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
Q3 		– Sell
-746
Closed -$32K – 700
2024
Q2 		$32K Hold
746
– – 0.07% 213
2024
Q1 		$32.4K Hold
746
– – 0.04% 277
2023
Q4 		$32.8K Hold
746
– – 0.04% 260
2023
Q3 		$31K Buy
+746
New +$31.7K 0.04% 271

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LGT Financial Advisors's AGGY Position: Q3 2024 in Review

LGT Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 746 shares — an estimated $32K sold.

LGT Financial Advisors first reported a position in AGGY in Q3 2023 and held it in 4 quarters. The position peaked at $32.8K in Q4 2023. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

  • LGT Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 746 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $32K.
  • LGT Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $32.8K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.