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Regal Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Regal Investment 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
2023
Q1 		– Sell
-89,169
Closed -$3.8M – 518
2022
Q4 		$3.8M Sell
89,169
-4,957
-5% -$211K 0.37% 75
2022
Q3 		$3.97M Buy
94,126
+4,342
+5% +$194K 0.42% 66
2022
Q2 		$4.01M Buy
89,784
+4,736
+6% +$215K 0.42% 66
2022
Q1 		$4.07M Buy
85,048
+1,193
+1% +$58.9K 0.37% 71
2021
Q4 		$4.33M Buy
83,855
+1,472
+2% +$76.3K 0.38% 68
2021
Q3 		$4.28M Buy
82,383
+1,710
+2% +$90K 0.42% 62
2021
Q2 		$4.21M Buy
+80,673
New +$4.18M 0.42% 61
2021
Q1 		– Sell
-40,075
Closed -$2.15M – 40
2020
Q4 		$2.15M Buy
+40,075
New +$2.15M 0.24% 104
2020
Q3 		– Sell
-18,544
Closed -$998K – 33
2020
Q2 		$998K Buy
+18,544
New +$986K 0.18% 121
2019
Q1 		– Sell
-18,458
Closed -$890K – 357
2018
Q4 		$890K Buy
18,458
+7,141
+63% +$341K 0.2% 137
2018
Q3 		$547K Buy
+11,317
New +$550K 0.12% 181

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 $253M AUM 11.51% 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

Regal Investment Advisors's AGGY Position: Q1 2023 in Review

Regal Investment Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 89,169 shares — an estimated $3.8M sold.

Regal Investment Advisors first reported a position in AGGY in Q3 2018 and held it in 11 quarters. The position peaked at $4.33M in Q4 2021. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Regal Investment Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 89,169 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $3.8M.
  • Regal Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and held it in 11 quarters.
  • Regal Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.33M in Q4 2021.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.