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Strategic Blueprint’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Strategic Blueprint’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
-4,697
Closed -$210K – 492
2022
Q2 		$210K Buy
4,697
+3
+0.1% +$136 0.03% 459
2022
Q1 		$225K Buy
4,694
+27
+0.6% +$1.33K 0.03% 445
2021
Q4 		$241K Buy
+4,667
New +$242K 0.03% 422

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

Strategic Blueprint's AGGY Position: Q3 2022 in Review

Strategic Blueprint sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 4,697 shares — an estimated $210K sold.

Strategic Blueprint first reported a position in AGGY in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q4 2021. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • Strategic Blueprint reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Strategic Blueprint sold 4,697 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $210K.
  • Strategic Blueprint first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 3 quarters.
  • Strategic Blueprint's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $241K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Strategic Blueprint's 13F filing for Q3 2022, filed 8 Nov 2022.