Spire Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Spire Wealth Management’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
2024 Q2	–	Sell	-189	Closed	-$8.2K	–	2205
2024 Q1	$8.2K	Hold	189	–	–	﹤0.01%	1767
2023 Q4	$8.22K	Hold	189	–	–	﹤0.01%	1811
2023 Q3	$7.84K	Hold	189	–	–	﹤0.01%	1806
2023 Q2	$8.14K	Hold	189	–	–	﹤0.01%	1875
2023 Q1	$8.26K	Hold	189	–	–	﹤0.01%	1913
2022 Q4	$8K	Hold	189	–	–	﹤0.01%	1680
2022 Q3	$8K	Hold	189	–	–	﹤0.01%	1614
2022 Q2	$8K	Hold	189	–	–	﹤0.01%	1975
2022 Q1	$9K	Sell	189 -40	-17%	-$1.98K	﹤0.01%	2050
2021 Q4	$12K	Buy	229 +40	+21%	+$2.07K	﹤0.01%	2295
2021 Q3	$10K	Hold	189	–	–	﹤0.01%	2083
2021 Q2	$10K	Sell	189 -5,555	-97%	-$288K	﹤0.01%	2100
2021 Q1	$294K	Buy	+5,744	New	+$301K	0.01%	877

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

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

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Spire Wealth Management's AGGY Position: Q2 2024 in Review

Spire Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 189 shares — an estimated $8.2K sold.

Spire Wealth Management first reported a position in AGGY in Q1 2021 and held it in 13 quarters. The position peaked at $294K in Q1 2021. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

Spire Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 189 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $8.2K.
Spire Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $294K in Q1 2021.
151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.