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Miracle Mile Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Miracle Mile Advisors’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
2023
Q2 		– Sell
-54,562
Closed -$2.38M – 503
2023
Q1 		$2.38M Sell
54,562
-347
-0.6% -$15.1K 0.08% 173
2022
Q4 		$2.34M Sell
54,909
-776,909
-93% -$33M 0.08% 179
2022
Q3 		$35.1M Buy
831,818
+9,800
+1% +$437K 1.64% 17
2022
Q2 		$36.8M Buy
822,018
+91,687
+13% +$4.17M 1.73% 17
2022
Q1 		$34.9M Buy
730,331
+155,414
+27% +$7.68M 1.49% 17
2021
Q4 		$29.7M Sell
574,917
-55,726
-9% -$2.89M 1.16% 21
2021
Q3 		$32.7M Buy
630,643
+15,711
+3% +$826K 1.58% 13
2021
Q2 		$32.1M Sell
614,932
-145,579
-19% -$7.54M 1.7% 13
2021
Q1 		$38.9M Buy
760,511
+13,278
+2% +$696K 2.21% 9
2020
Q4 		$40.1M Buy
747,233
+17,324
+2% +$929K 2.46% 6
2020
Q3 		$39.3M Buy
729,909
+59,773
+9% +$3.24M 2.74% 5
2020
Q2 		$36.1M Buy
670,136
+97,560
+17% +$5.19M 2.97% 5
2020
Q1 		$29.6M Sell
572,576
-150,142
-21% -$7.86M 3.17% 6
2019
Q4 		$37.8M Buy
+722,718
New +$37.7M 2.61% 8

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Miracle Mile Advisors's AGGY Position: Q2 2023 in Review

Miracle Mile Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 54,562 shares — an estimated $2.38M sold.

Miracle Mile Advisors first reported a position in AGGY in Q4 2019 and held it in 14 quarters. The position peaked at $40.1M in Q4 2020. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

  • Miracle Mile Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Miracle Mile Advisors sold 54,562 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $2.38M.
  • Miracle Mile Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 14 quarters.
  • Miracle Mile Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $40.1M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on Miracle Mile Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.