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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 $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 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 $21.5B AUM 26.98% 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 $551M AUM 19.05% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MUFG Americas's AGGY Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 1,027 shares — an estimated $43K sold.

MUFG Americas first reported a position in AGGY in Q2 2020 and held it in 9 quarters. The position peaked at $5.14M in Q2 2020. 146 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • MUFG Americas reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 1,027 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $43K.
  • MUFG Americas first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 9 quarters.
  • MUFG Americas's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.14M in Q2 2020.
  • 146 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.