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Lloyd Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		$195K Buy
4,483
+4,438
+9,862% +$195K 0.06% 150
2025
Q4 		$2K Buy
+45
New +$1.99K ﹤0.01% 454
2022
Q2 		– Sell
-1,957
Closed -$94K – 82
2022
Q1 		$94K Sell
1,957
-144
-7% -$7.12K 0.04% 167
2021
Q4 		$109K Buy
2,101
+248
+13% +$12.9K 0.05% 132
2021
Q3 		$96K Buy
1,853
+979
+112% +$51.5K 0.05% 128
2021
Q2 		$46K Buy
874
+98
+13% +$5.08K 0.02% 162
2021
Q1 		$40K Sell
776
-339
-30% -$17.8K 0.02% 156
2020
Q4 		$60K Buy
1,115
+225
+25% +$12.1K 0.03% 103
2020
Q3 		$48K Buy
890
+117
+15% +$6.34K 0.03% 103
2020
Q2 		$42K Buy
773
+18
+2% +$957 0.03% 109
2020
Q1 		$39K Buy
755
+279
+59% +$14.6K 0.03% 99
2019
Q4 		$25K Buy
+476
New +$24.9K 0.02% 176

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 $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return