SCFS
AGGY icon

S.C. Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

S.C. Financial Services’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 		$243K Buy
5,697
+386
+7% +$16.4K 0.37% 93
2022
Q3 		$224K Buy
5,311
+315
+6% +$14.1K 0.36% 98
2022
Q2 		$223K Buy
+4,996
New +$227K 0.34% 99

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

S.C. Financial Services's AGGY Position: Q4 2022 in Review

S.C. Financial Services increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 7.3% in Q4 2022, buying an estimated $16.4K and bringing the position to 5,697 shares worth $243K. The position accounts for 0.37% of the portfolio, ranked #93.

S.C. Financial Services first reported a position in AGGY in Q2 2022 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold AGGY as of Q4 2022.

  • S.C. Financial Services held 5,697 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $243K as of Q4 2022.
  • S.C. Financial Services bought 386 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2022, an estimated $16.4K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.37% of S.C. Financial Services's portfolio in Q4 2022, its #93 holding.
  • S.C. Financial Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.