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

Professional Financial 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
2022
Q4 		– Sell
-2,139
Closed -$90K – 83
2022
Q3 		$90K Buy
2,139
+15
+0.7% +$670 0.06% 111
2022
Q2 		$95K Buy
2,124
+13
+0.6% +$591 0.05% 111
2022
Q1 		$101K Sell
2,111
-306
-13% -$15.1K 0.04% 108
2021
Q4 		$125K Buy
+2,417
New +$125K 0.05% 120

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 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 $21.5B AUM 26.98% 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 $551M AUM 19.05% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Professional Financial Advisors's AGGY Position: Q4 2022 in Review

Professional Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 2,139 shares — an estimated $90K sold.

Professional Financial Advisors first reported a position in AGGY in Q4 2021 and held it in 4 quarters. The position peaked at $125K in Q4 2021. 146 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Professional Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 2,139 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $90K.
  • Professional Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $125K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

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