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Mariner Independent Advisor Network’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Mariner Independent Advisor Network’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
Q1 		– Sell
-50,465
Closed -$2.59M – 506
2021
Q4 		$2.59M Sell
50,465
-3,009
-6% -$156K 0.12% 192
2021
Q3 		$2.78M Buy
53,474
+5,221
+11% +$275K 0.14% 168
2021
Q2 		$2.52M Buy
48,253
+500
+1% +$25.9K 0.11% 203
2021
Q1 		$2.44M Buy
47,753
+7,242
+18% +$380K 0.13% 169
2020
Q4 		$2.17M Buy
40,511
+7,869
+24% +$422K 0.12% 188
2020
Q3 		$1.76M Buy
32,642
+20,209
+163% +$1.09M 0.15% 159
2020
Q2 		$669K Buy
12,433
+381
+3% +$20.3K 0.06% 245
2020
Q1 		$621K Buy
12,052
+1,626
+16% +$85.2K 0.06% 259
2019
Q4 		$545K Buy
+10,426
New +$544K 0.04% 305

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Mariner Independent Advisor Network's AGGY Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 50,465 shares — an estimated $2.59M sold.

Mariner Independent Advisor Network first reported a position in AGGY in Q4 2019 and held it in 9 quarters. The position peaked at $2.78M in Q3 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • Mariner Independent Advisor Network reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 50,465 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $2.59M.
  • Mariner Independent Advisor Network first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 9 quarters.
  • Mariner Independent Advisor Network's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.78M in Q3 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.