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

NEIRG 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
2022 Q2	–	Sell	-180,489	Closed	-$8.64M	–	140
2022 Q1	$8.64M	Buy	180,489 +23,792	+15%	+$1.18M	1.69%	23
2021 Q4	$8.1M	Buy	+156,697	New	+$8.12M	1.55%	24

Other funds holding AGGY

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return