Signal Advisors Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Signal Advisors Wealth’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
2025 Q1	–	Sell	-6,843	Closed	-$294K	–	431
2024 Q4	$294K	Sell	6,843 -882	-11%	-$38.5K	0.03%	364
2024 Q3	$345K	Buy	+7,725	New	+$341K	0.05%	318
2024 Q2	–	Sell	-12,686	Closed	-$551K	–	82
2024 Q1	$551K	Buy	12,686 +2,800	+28%	+$122K	0.14%	156
2023 Q4	$435K	Buy	+9,886	New	+$417K	0.15%	132

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Signal Advisors Wealth's AGGY Position: Q1 2025 in Review

Signal Advisors Wealth sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2025, closing a stake of 6,843 shares — an estimated $294K sold.

Signal Advisors Wealth first reported a position in AGGY in Q4 2023 and held it in 4 quarters. The position peaked at $551K in Q1 2024. 171 funds tracked by Wall St. Rank hold AGGY as of Q1 2025.

Signal Advisors Wealth reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Signal Advisors Wealth sold 6,843 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2025, an estimated $294K.
Signal Advisors Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and held it in 4 quarters.
Signal Advisors Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $551K in Q1 2024.
171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2025.

Based on Signal Advisors Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.