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Newbridge Financial Services Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Newbridge Financial Services Group’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
2023
Q2 		– Sell
-395
Closed -$17.3K – 1349
2023
Q1 		$17.3K Sell
395
-1,147
-74% -$49.9K 0.01% 775
2022
Q4 		$65.8K Hold
1,542
– – 0.04% 392
2022
Q3 		$65K Hold
1,542
– – 0.04% 384
2022
Q2 		$69K Hold
1,542
– – 0.04% 333
2022
Q1 		$74K Sell
1,542
-225
-13% -$11.1K 0.04% 368
2021
Q4 		$91K Hold
1,767
– – 0.04% 334
2021
Q3 		$92K Buy
1,767
+1,375
+351% +$72.3K 0.06% 281
2021
Q2 		$20K Buy
+392
New +$20.3K 0.01% 775

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Newbridge Financial Services Group's AGGY Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 395 shares — an estimated $17.3K sold.

Newbridge Financial Services Group first reported a position in AGGY in Q2 2021 and held it in 8 quarters. The position peaked at $92K in Q3 2021. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 395 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $17.3K.
  • Newbridge Financial Services Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $92K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.