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Redwood Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Redwood Investment 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
2024
Q1 		– Sell
-4,660
Closed -$205K – 313
2023
Q4 		$205K Sell
4,660
-1,458
-24% -$61.5K 0.02% 338
2023
Q3 		$254K Buy
+6,118
New +$260K 0.02% 311

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 $253M AUM 11.51% 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

Redwood Investment Management's AGGY Position: Q1 2024 in Review

Redwood Investment Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2024, closing a stake of 4,660 shares — an estimated $205K sold.

Redwood Investment Management first reported a position in AGGY in Q3 2023 and held it in 2 quarters. The position peaked at $254K in Q3 2023. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • Redwood Investment Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Redwood Investment Management sold 4,660 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $205K.
  • Redwood Investment Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 2 quarters.
  • Redwood Investment Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $254K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Redwood Investment Management's 13F filing for Q1 2024, filed 16 May 2024.