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

Prosperity Capital 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
2024
Q1 		– Sell
-6,088
Closed -$268K – 324
2023
Q4 		$268K Sell
6,088
-153
-2% -$6.45K 0.03% 211
2023
Q3 		$259K Sell
6,241
-6,567
-51% -$279K 0.03% 201
2023
Q2 		$552K Buy
12,808
+1,891
+17% +$82.2K 0.08% 128
2023
Q1 		$477K Buy
10,917
+409
+4% +$17.8K 0.07% 123
2022
Q4 		$448K Buy
+10,508
New +$446K 0.14% 105

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Prosperity Capital Advisors's AGGY Position: Q1 2024 in Review

Prosperity Capital Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2024, closing a stake of 6,088 shares — an estimated $268K sold.

Prosperity Capital Advisors first reported a position in AGGY in Q4 2022 and held it in 5 quarters. The position peaked at $552K in Q2 2023. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • Prosperity Capital Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 6,088 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $268K.
  • Prosperity Capital Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 5 quarters.
  • Prosperity Capital Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $552K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Prosperity Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.