QWM
AGGY icon

Quadcap Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Quadcap Wealth Management’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
2026
Q1 		$213K Hold
4,897
– – 0.02% 367
2025
Q4 		$216K Sell
4,897
-237
-5% -$10.5K 0.02% 365
2025
Q3 		$227K Sell
5,134
-1,923
-27% -$84.2K 0.03% 365
2025
Q2 		$308K Hold
7,057
– – 0.04% 311
2025
Q1 		$306K Sell
7,057
-92
-1% -$3.97K 0.04% 303
2024
Q4 		$307K Buy
7,149
+52
+0.7% +$2.27K 0.05% 305
2024
Q3 		$317K Sell
7,097
-219
-3% -$9.67K 0.05% 303
2024
Q2 		$314K Hold
7,316
– – 0.06% 300
2024
Q1 		$318K Sell
7,316
-1,400
-16% -$60.8K 0.07% 264
2023
Q4 		$384K Buy
+8,716
New +$368K 0.1% 239

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 $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return