MA
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MUFG Americas’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

MUFG Americas’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
Q4 		– Sell
-1,027
Closed -$43K – 22
2022
Q3 		$43K Hold
1,027
– – ﹤0.01% 504
2022
Q2 		$46K Buy
+1,027
New +$46.7K ﹤0.01% 519
2022
Q1 		– Sell
-108
Closed -$6K – 805
2021
Q4 		$6K Hold
108
– – ﹤0.01% 784
2021
Q3 		$6K Hold
108
– – ﹤0.01% 784
2021
Q2 		$6K Hold
108
– – ﹤0.01% 626
2021
Q1 		$6K Hold
108
– – ﹤0.01% 636
2020
Q4 		$6K Hold
108
– – ﹤0.01% 646
2020
Q3 		$6K Hold
108
– – ﹤0.01% 618
2020
Q2 		$5.14M Buy
+108
New +$5.74K 0.15% 140

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return