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RMR Wealth Builders’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

RMR Wealth Builders’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
Q1 		– Sell
-4,454
Closed -$230K – 206
2021
Q4 		$230K Sell
4,454
-17
-0.4% -$881 0.07% 108
2021
Q3 		$232K Buy
+4,471
New +$235K 0.07% 165
2021
Q2 		– Sell
-4,475
Closed -$229K – 187
2021
Q1 		$229K Buy
+4,475
New +$235K 0.06% 173

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

RMR Wealth Builders's AGGY Position: Q1 2022 in Review

RMR Wealth Builders sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 4,454 shares — an estimated $230K sold.

RMR Wealth Builders first reported a position in AGGY in Q1 2021 and held it in 3 quarters. The position peaked at $232K in Q3 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • RMR Wealth Builders reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • RMR Wealth Builders sold 4,454 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $230K.
  • RMR Wealth Builders first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 3 quarters.
  • RMR Wealth Builders's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $232K in Q3 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on RMR Wealth Builders's 13F filing for Q1 2022, filed 13 May 2022.