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Pacific Capital Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Pacific Capital Wealth Advisors’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
-32,041
Closed -$1.4M – 67
2023
Q1 		$1.4M Sell
32,041
-896
-3% -$39K 0.36% 38
2022
Q4 		$1.4M Sell
32,937
-7,774
-19% -$330K 0.36% 40
2022
Q3 		$1.72M Sell
40,711
-947
-2% -$42.3K 0.47% 37
2022
Q2 		$1.86M Sell
41,658
-204
-0.5% -$9.28K 0.52% 38
2022
Q1 		$2M Sell
41,862
-447
-1% -$22.1K 0.57% 40
2021
Q4 		$2.19M Sell
42,309
-3,861
-8% -$200K 0.63% 38
2021
Q3 		$2.4M Sell
46,170
-162
-0.3% -$8.52K 0.76% 35
2021
Q2 		$2.42M Sell
46,332
-2,685
-5% -$139K 1.22% 24
2021
Q1 		$2.51M Sell
49,017
-4,193
-8% -$220K 1.4% 24
2020
Q4 		$2.86M Buy
53,210
+3,039
+6% +$163K 1.62% 21
2020
Q3 		$2.7M Buy
50,171
+6,576
+15% +$356K 1.6% 22
2020
Q2 		$2.35M Buy
43,595
+4,282
+11% +$228K 1.59% 25
2020
Q1 		$2.03M Sell
39,313
-3,895
-9% -$204K 1.54% 25
2019
Q4 		$2.26M Buy
+43,208
New +$2.26M 1.51% 26

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

Pacific Capital Wealth Advisors's AGGY Position: Q2 2023 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 32,041 shares — an estimated $1.4M sold.

Pacific Capital Wealth Advisors first reported a position in AGGY in Q4 2019 and held it in 14 quarters. The position peaked at $2.86M in Q4 2020. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 32,041 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $1.4M.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 14 quarters.
  • Pacific Capital Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.86M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.