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Sigma Planning Corp’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-5,648
Closed -$253K – 1265
2022
Q2 		$253K Sell
5,648
-197
-3% -$8.96K 0.01% 1062
2022
Q1 		$280K Sell
5,845
-439
-7% -$21.7K 0.01% 1087
2021
Q4 		$325K Sell
6,284
-161
-2% -$8.35K 0.01% 1044
2021
Q3 		$335K Buy
6,445
+639
+11% +$33.6K 0.01% 999
2021
Q2 		$303K Sell
5,806
-45,105
-89% -$2.34M 0.01% 1076
2021
Q1 		$2.61M Buy
50,911
+6,658
+15% +$349K 0.08% 261
2020
Q4 		$2.38M Buy
44,253
+7,827
+21% +$420K 0.08% 251
2020
Q3 		$1.96M Buy
36,426
+9,958
+38% +$539K 0.08% 250
2020
Q2 		$1.43M Sell
26,468
-3,577
-12% -$190K 0.06% 298
2020
Q1 		$1.55M Buy
+30,045
New +$1.57M 0.09% 227

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Sigma Planning Corp's AGGY Position: Q3 2022 in Review

Sigma Planning Corp sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 5,648 shares — an estimated $253K sold.

Sigma Planning Corp first reported a position in AGGY in Q1 2020 and held it in 10 quarters. The position peaked at $2.61M in Q1 2021. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • Sigma Planning Corp reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 5,648 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $253K.
  • Sigma Planning Corp first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 10 quarters.
  • Sigma Planning Corp's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.61M in Q1 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.