Maia Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Maia Wealth’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 Q4	$229K	Buy	+5,201	New	+$219K	0.09%	171

Other funds holding AGGY

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

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

Maia Wealth's AGGY Position: Q4 2023 in Review

Maia Wealth opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023: 5,201 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #171 among its holdings.

158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

Maia Wealth held 5,201 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $229K as of Q4 2023.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Maia Wealth position in Q4 2023.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.09% of Maia Wealth's portfolio in Q4 2023, its #171 holding.
158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.