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Matthew Hamilton Rosenberg’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Matthew Hamilton Rosenberg’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
-11,606
Closed -$600K – 746
2021
Q4 		$600K Buy
11,606
+6,955
+150% +$360K 0.21% 59
2021
Q3 		$241K Buy
+4,651
New +$245K 0.1% 138

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

Matthew Hamilton Rosenberg's AGGY Position: Q1 2022 in Review

Matthew Hamilton Rosenberg sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 11,606 shares — an estimated $600K sold.

Matthew Hamilton Rosenberg first reported a position in AGGY in Q3 2021 and held it in 2 quarters. The position peaked at $600K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • Matthew Hamilton Rosenberg reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 11,606 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $600K.
  • Matthew Hamilton Rosenberg first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2021 and held it in 2 quarters.
  • Matthew Hamilton Rosenberg's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $600K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2022, filed 14 Apr 2022.