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NFP Retirement Inc’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

NFP Retirement Inc’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
2021
Q4 		– Sell
-3,984
Closed -$207K – 150
2021
Q3 		$207K Sell
3,984
-278
-7% -$14.6K 0.08% 131
2021
Q2 		$222K Sell
4,262
-109,368
-96% -$5.67M 0.09% 123
2021
Q1 		$5.82M Buy
+113,630
New +$5.96M 2.53% 11

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NFP Retirement Inc's AGGY Position: Q4 2021 in Review

NFP Retirement Inc sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2021, closing a stake of 3,984 shares — an estimated $207K sold.

NFP Retirement Inc first reported a position in AGGY in Q1 2021 and held it in 3 quarters. The position peaked at $5.82M in Q1 2021. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

  • NFP Retirement Inc reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • NFP Retirement Inc sold 3,984 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $207K.
  • NFP Retirement Inc first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 3 quarters.
  • NFP Retirement Inc's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.82M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on NFP Retirement Inc's 13F filing for Q4 2021, filed 13 Feb 2025.