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Sowell Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sowell 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
Q1 		– Sell
-11,135
Closed -$575K – 181
2021
Q4 		$575K Hold
11,135
– – 0.03% 418
2021
Q3 		$578K Hold
11,135
– – 0.04% 375
2021
Q2 		$581K Sell
11,135
-10,611
-49% -$550K 0.04% 399
2021
Q1 		$1.13M Buy
21,746
+2,370
+12% +$124K 0.04% 380
2020
Q4 		$1.04M Buy
19,376
+1,863
+11% +$99.9K 0.04% 321
2020
Q3 		$943K Buy
17,513
+709
+4% +$38.4K 0.05% 308
2020
Q2 		$904K Buy
16,804
+194
+1% +$10.3K 0.05% 296
2020
Q1 		$858K Buy
16,610
+11,324
+214% +$593K 0.06% 273
2019
Q4 		$276K Buy
5,286
+3,237
+158% +$169K 0.02% 610
2019
Q3 		$107K Buy
+2,049
New +$106K 0.01% 808

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Sowell Financial Services's AGGY Position: Q1 2022 in Review

Sowell Financial Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 11,135 shares — an estimated $575K sold.

Sowell Financial Services first reported a position in AGGY in Q3 2019 and held it in 10 quarters. The position peaked at $1.13M in Q1 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • Sowell Financial Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 11,135 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $575K.
  • Sowell Financial Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and held it in 10 quarters.
  • Sowell Financial Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.13M in Q1 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.