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

Mutual 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
2024
Q2 		– Sell
-47,860
Closed -$2.08M – 1081
2024
Q1 		$2.08M Buy
47,860
+16,504
+53% +$717K 0.07% 265
2023
Q4 		$1.38M Sell
31,356
-19,135
-38% -$807K 0.05% 360
2023
Q3 		$2.1M Sell
50,491
-18
-0% -$765 0.08% 232
2023
Q2 		$2.18M Buy
50,509
+11,660
+30% +$507K 0.08% 238
2023
Q1 		$1.7M Sell
38,849
-14,746
-28% -$642K 0.07% 280
2022
Q4 		$2.29M Buy
53,595
+2,856
+6% +$121K 0.1% 201
2022
Q3 		$2.14M Buy
50,739
+3,441
+7% +$154K 0.11% 180
2022
Q2 		$2.12M Buy
47,298
+2,276
+5% +$104K 0.14% 172
2022
Q1 		$2.15M Buy
45,022
+26,223
+139% +$1.3M 0.12% 199
2021
Q4 		$972K Sell
18,799
-1,472
-7% -$76.3K 0.05% 396
2021
Q3 		$1.05M Buy
+20,271
New +$1.07M 0.06% 341
2020
Q1 		– Sell
-11,927
Closed -$623K – 567
2019
Q4 		$623K Buy
11,927
+762
+7% +$39.8K 0.07% 297
2019
Q3 		$584K Buy
11,165
+315
+3% +$16.4K 0.08% 283
2019
Q2 		$556K Sell
10,850
-1,002
-8% -$50.3K 0.07% 308
2019
Q1 		$591K Buy
11,852
+334
+3% +$16.3K 0.09% 249
2018
Q4 		$555K Buy
+11,518
New +$550K 0.11% 223

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mutual Advisors's AGGY Position: Q2 2024 in Review

Mutual Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 47,860 shares — an estimated $2.08M sold.

Mutual Advisors first reported a position in AGGY in Q4 2018 and held it in 16 quarters. The position peaked at $2.29M in Q4 2022. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • Mutual Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 47,860 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $2.08M.
  • Mutual Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 16 quarters.
  • Mutual Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.29M in Q4 2022.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.