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Procyon Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Procyon 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
2021
Q4 		– Sell
-5,639
Closed -$293K – 327
2021
Q3 		$293K Sell
5,639
-2,934
-34% -$154K 0.07% 242
2021
Q2 		$448K Buy
+8,573
New +$444K 0.12% 157

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 $7.29B AUM 16.22% 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

Procyon Advisors's AGGY Position: Q4 2021 in Review

Procyon Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2021, closing a stake of 5,639 shares — an estimated $293K sold.

Procyon Advisors first reported a position in AGGY in Q2 2021 and held it in 2 quarters. The position peaked at $448K in Q2 2021. 185 funds tracked by Wall St. Rank hold AGGY as of Q4 2021.

  • Procyon Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Procyon Advisors sold 5,639 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2021, an estimated $293K.
  • Procyon Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2021 and held it in 2 quarters.
  • Procyon Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $448K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2021.

Based on Procyon Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.