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

Meridian 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
2024 Q1	–	Sell	-10,030	Closed	-$440K	–	205
2023 Q4	$440K	Sell	10,030 -629	-6%	-$26.5K	0.03%	414
2023 Q3	$444K	Sell	10,659 -4,120	-28%	-$175K	0.03%	388
2023 Q2	$637K	Sell	14,779 -4,011	-21%	-$174K	0.05%	279
2023 Q1	$821K	Sell	18,790 -891	-5%	-$38.8K	0.07%	236
2022 Q4	$839K	Sell	19,681 -2,270	-10%	-$96.4K	0.08%	222
2022 Q3	$927K	Sell	21,951 -78,200	-78%	-$3.49M	0.1%	197
2022 Q2	$4.48M	Buy	+100,151	New	+$4.56M	0.37%	66
2020 Q3	–	Sell	-4,071	Closed	-$219K	–	257
2020 Q2	$219K	Hold	4,071	–	–	0.07%	199
2020 Q1	$210K	Buy	+4,071	New	+$213K	0.09%	183

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

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

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Meridian Wealth Management's AGGY Position: Q1 2024 in Review

Meridian Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2024, closing a stake of 10,030 shares — an estimated $440K sold.

Meridian Wealth Management first reported a position in AGGY in Q1 2020 and held it in 9 quarters. The position peaked at $4.48M in Q2 2022. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

Meridian Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 10,030 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $440K.
Meridian Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 9 quarters.
Meridian Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.48M in Q2 2022.
156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.