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

Maripau Wealth Management’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
2025
Q1 		– Sell
-4,701
Closed -$202K – 135
2024
Q4 		$202K Buy
+4,701
New +$205K 0.12% 138
2024
Q3 		– Sell
-6,911
Closed -$297K – 54
2024
Q2 		$297K Sell
6,911
-1,320
-16% -$56.5K 0.2% 100
2024
Q1 		$357K Sell
8,231
-298
-3% -$12.9K 0.27% 79
2023
Q4 		$375K Sell
8,529
-2,599
-23% -$110K 0.33% 64
2023
Q3 		$462K Sell
11,128
-590
-5% -$25.1K 0.42% 53
2023
Q2 		$505K Sell
11,718
-29
-0.2% -$1.26K 0.45% 51
2023
Q1 		$513K Sell
11,747
-421
-3% -$18.3K 0.53% 43
2022
Q4 		$539K Sell
12,168
-12
-0.1% -$510 0.56% 42
2022
Q3 		$506K Sell
12,180
-142
-1% -$6.34K 0.55% 46
2022
Q2 		$569K Buy
12,322
+79
+0.6% +$3.59K 0.62% 39
2022
Q1 		$557K Buy
12,243
+1,550
+14% +$76.6K 0.5% 47
2021
Q4 		$527K Buy
+10,693
New +$554K 0.5% 47

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Maripau Wealth Management's AGGY Position: Q1 2025 in Review

Maripau Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2025, closing a stake of 4,701 shares — an estimated $202K sold.

Maripau Wealth Management first reported a position in AGGY in Q4 2021 and held it in 12 quarters. The position peaked at $569K in Q2 2022. 171 funds tracked by Wall St. Rank hold AGGY as of Q1 2025.

  • Maripau Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 4,701 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2025, an estimated $202K.
  • Maripau Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 12 quarters.
  • Maripau Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $569K in Q2 2022.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2025.

Based on Maripau Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.