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Raleigh Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Raleigh Capital 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
2022
Q4 		– Sell
-468
Closed -$20K – 769
2022
Q3 		$20K Sell
468
-25
-5% -$1.12K 0.01% 286
2022
Q2 		$22K Buy
493
+17
+4% +$773 0.01% 285
2022
Q1 		$23K Buy
476
+164
+53% +$8.1K 0.01% 286
2021
Q4 		$24K Buy
+312
New +$16.2K 0.02% 157

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 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 $18.5B AUM 19.51% 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 $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raleigh Capital Management's AGGY Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2022, closing a stake of 468 shares — an estimated $20K sold.

Raleigh Capital Management first reported a position in AGGY in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q4 2021. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • Raleigh Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 468 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $20K.
  • Raleigh Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
  • Raleigh Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $24K in Q4 2021.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.