Savior LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Savior LLC’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 Q4	–	Sell	-1,306	Closed	-$54.2K	–	19
2023 Q3	$54.2K	Sell	1,306 -128	-9%	-$5.44K	0.38%	25
2023 Q2	$61.8K	Buy	1,434 +5	+0.3%	+$217	0.25%	38
2023 Q1	$62.4K	Sell	1,429 -28	-2%	-$1.22K	0.05%	46
2022 Q4	$62.2K	Buy	1,457 +1,424	+4,315%	+$60.5K	0.06%	48
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	175
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	151
2022 Q1	$2K	Sell	33 -20	-38%	-$988	﹤0.01%	133
2021 Q4	$3K	Hold	53	–	–	﹤0.01%	142
2021 Q3	$3K	Hold	53	–	–	﹤0.01%	146
2021 Q2	$3K	Hold	53	–	–	﹤0.01%	653
2021 Q1	$3K	Hold	53	–	–	﹤0.01%	668
2020 Q4	$3K	Hold	53	–	–	﹤0.01%	641
2020 Q3	$3K	Hold	53	–	–	﹤0.01%	600
2020 Q2	$3K	Hold	53	–	–	﹤0.01%	551
2020 Q1	$3K	Hold	53	–	–	﹤0.01%	526
2019 Q4	$3K	Buy	+53	New	+$2.77K	﹤0.01%	662

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Savior LLC's AGGY Position: Q4 2023 in Review

Savior LLC sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 1,306 shares — an estimated $54.2K sold.

Savior LLC first reported a position in AGGY in Q4 2019 and held it in 16 quarters. The position peaked at $62.4K in Q1 2023. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

Savior LLC reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
Savior LLC sold 1,306 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $54.2K.
Savior LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 16 quarters.
Savior LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $62.4K in Q1 2023.
158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.