Meeder Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Meeder Asset 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
2022 Q1	–	Sell	-1,087	Closed	-$56K	–	2320
2021 Q4	$56K	Sell	1,087 -3,313	-75%	-$172K	0.01%	482
2021 Q3	$228K	Hold	4,400	–	–	0.01%	680
2021 Q2	$230K	Hold	4,400	–	–	0.01%	694
2021 Q1	$225K	Buy	4,400 +1,750	+66%	+$91.7K	0.01%	693
2020 Q4	$142K	Hold	2,650	–	–	0.03%	362
2020 Q3	$143K	Buy	+2,650	New	+$144K	0.01%	689

Other funds holding AGGY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

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) 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Meeder Asset Management's AGGY Position: Q1 2022 in Review

Meeder Asset Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 1,087 shares — an estimated $56K sold.

Meeder Asset Management first reported a position in AGGY in Q3 2020 and held it in 6 quarters. The position peaked at $230K in Q2 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

Meeder Asset Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
Meeder Asset Management sold 1,087 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $56K.
Meeder Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and held it in 6 quarters.
Meeder Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $230K in Q2 2021.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Meeder Asset Management's 13F filing for Q1 2022, filed 10 May 2022.