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Silver Oak Securities’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Silver Oak Securities’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
-33,251
Closed -$1.52M – 444
2022
Q2 		$1.52M Buy
+33,251
New +$1.51M 0.34% 58

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

Silver Oak Securities's AGGY Position: Q3 2022 in Review

Silver Oak Securities sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 33,251 shares — an estimated $1.52M sold.

Silver Oak Securities first reported a position in AGGY in Q2 2022 and held it in 1 quarter. The position peaked at $1.52M in Q2 2022. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • Silver Oak Securities reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Silver Oak Securities sold 33,251 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $1.52M.
  • Silver Oak Securities first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and held it in 1 quarter.
  • Silver Oak Securities's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.52M in Q2 2022.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Silver Oak Securities's 13F filing for Q3 2022, filed 20 Oct 2022.