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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

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

NEIRG Wealth Management's AGGY Position: Q2 2022 in Review

NEIRG Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 180,489 shares — an estimated $8.64M sold.

NEIRG Wealth Management first reported a position in AGGY in Q4 2021 and held it in 2 quarters. The position peaked at $8.64M in Q1 2022. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • NEIRG Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 180,489 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $8.64M.
  • NEIRG Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 2 quarters.
  • NEIRG Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.64M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on NEIRG Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.