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Stratos Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Stratos Wealth Partners’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
-4,476
Closed -$200K – 1119
2022
Q2 		$200K Sell
4,476
-155,520
-97% -$7.07M 0.01% 1087
2022
Q1 		$7.66M Sell
159,996
-91,863
-36% -$4.54M 0.17% 119
2021
Q4 		$13M Buy
251,859
+87,166
+53% +$4.52M 0.29% 67
2021
Q3 		$8.55M Buy
164,693
+7,894
+5% +$415K 0.22% 98
2021
Q2 		$8.19M Buy
156,799
+22,493
+17% +$1.17M 0.2% 103
2021
Q1 		$6.88M Sell
134,306
-74,870
-36% -$3.92M 0.19% 116
2020
Q4 		$11.2M Buy
209,176
+9,142
+5% +$490K 0.33% 57
2020
Q3 		$10.8M Buy
200,034
+18,767
+10% +$1.02M 0.35% 59
2020
Q2 		$9.76M Buy
181,267
+167,777
+1,244% +$8.92M 0.35% 62
2020
Q1 		$697K Buy
13,490
+5,498
+69% +$288K 0.03% 418
2019
Q4 		$418K Buy
+7,992
New +$417K 0.02% 644
2018
Q4 		– Sell
-1,000
Closed -$48K – 896
2018
Q3 		$48K Buy
+1,000
New +$48.6K ﹤0.01% 1473
2018
Q2 		– Sell
-1,000
Closed -$49K – 1002
2018
Q1 		$49K Hold
1,000
– – ﹤0.01% 1582
2017
Q4 		$51K Buy
+1,000
New +$50.7K ﹤0.01% 1496

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

Stratos Wealth Partners's AGGY Position: Q3 2022 in Review

Stratos Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 4,476 shares — an estimated $200K sold.

Stratos Wealth Partners first reported a position in AGGY in Q4 2017 and held it in 14 quarters. The position peaked at $13M in Q4 2021. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • Stratos Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,476 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $200K.
  • Stratos Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $13M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.