Retirement Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Retirement Group’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	$3.21K	Hold	74	–	–	﹤0.01%	613
2023 Q4	$3.26K	Hold	74	–	–	﹤0.01%	586
2023 Q3	$3.07K	Hold	74	–	–	﹤0.01%	538
2023 Q2	$3.19K	Hold	74	–	–	﹤0.01%	565
2023 Q1	$3K	Hold	74	–	–	﹤0.01%	533
2022 Q4	$3K	Hold	74	–	–	﹤0.01%	469
2022 Q3	$3K	Hold	74	–	–	﹤0.01%	361
2022 Q2	$3K	Sell	74 -4,500	-98%	-$205K	﹤0.01%	569
2022 Q1	$219K	Sell	4,574 -1,595	-26%	-$78.8K	0.08%	108
2021 Q4	$319K	Sell	6,169 -3,252	-35%	-$169K	0.14%	85
2021 Q3	$489K	Sell	9,421 -187	-2%	-$9.84K	0.22%	70
2021 Q2	$502K	Sell	9,608 -636	-6%	-$32.9K	0.24%	65
2021 Q1	$524K	Buy	10,244 +219	+2%	+$11.5K	0.24%	68
2020 Q4	$538K	Buy	10,025 +1,953	+24%	+$105K	0.25%	66
2020 Q3	$434K	Buy	8,072 +1,781	+28%	+$96.5K	0.24%	75
2020 Q2	$339K	Buy	+6,291	New	+$334K	0.21%	82
2019 Q4	$157K	Buy	+2,997	New	+$157K	0.1%	130

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Retirement Group's AGGY Position: Q1 2024 in Review

Retirement Group held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q1 2024 at 74 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Retirement Group first reported a position in AGGY in Q4 2019 and has held it in 17 quarters since. The position peaked at $538K in Q4 2020. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

Retirement Group held 74 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.21K as of Q1 2024.
Retirement Group left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q1 2024.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #613 holding.
Retirement Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and has held it in 17 quarters since.
Retirement Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $538K in Q4 2020.
156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.