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

Peterson 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
2024 Q3	$514	Buy	+11	New	+$486	﹤0.01%	410

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Peterson Financial Group's AGGY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024: 11 shares worth $514. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

Peterson Financial Group held 11 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $514 as of Q3 2024.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Peterson Financial Group position in Q3 2024.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #410 holding.
152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.