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

Oxford Financial 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
2022
Q4 		– Sell
-7,200
Closed -$304K – 263
2022
Q3 		$304K Hold
7,200
– – 0.05% 132
2022
Q2 		$322K Buy
+7,200
New +$327K 0.05% 142

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxford Financial Group's AGGY Position: Q4 2022 in Review

Oxford Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 7,200 shares — an estimated $304K sold.

Oxford Financial Group first reported a position in AGGY in Q2 2022 and held it in 2 quarters. The position peaked at $322K in Q2 2022. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Oxford Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Oxford Financial Group sold 7,200 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $304K.
  • Oxford Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and held it in 2 quarters.
  • Oxford Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $322K in Q2 2022.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Oxford Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.