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Quantitative Advantage’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Quantitative Advantage’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
2023
Q1 		$3.77M Buy
86,272
+700
+0.8% +$30.5K 0.55% 46
2022
Q4 		$3.65M Buy
+85,572
New +$3.64M 0.56% 47

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Quantitative Advantage's AGGY Position: Q1 2023 in Review

Quantitative Advantage increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.82% in Q1 2023, buying an estimated $30.5K and bringing the position to 86,272 shares worth $3.77M. The position accounts for 0.55% of the portfolio, ranked #46.

Quantitative Advantage first reported a position in AGGY in Q4 2022 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Quantitative Advantage held 86,272 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.77M as of Q1 2023.
  • Quantitative Advantage bought 700 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $30.5K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.55% of Quantitative Advantage's portfolio in Q1 2023, its #46 holding.
  • Quantitative Advantage first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.