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

Surevest’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	$22K	Hold	520	–	–	0.01%	236
2022 Q2	$23K	Hold	520	–	–	0.01%	249
2022 Q1	$25K	Hold	520	–	–	0.01%	223
2021 Q4	$27K	Buy	+520	New	+$27K	0.01%	217
2020 Q2	–	Sell	-7,281	Closed	-$376K	–	81
2020 Q1	$376K	Sell	7,281 -82,101	-92%	-$4.3M	0.2%	79
2019 Q4	$4.67M	Sell	89,382 -11,740	-12%	-$613K	1.99%	8
2019 Q3	$5.29M	Sell	101,122 -3,352	-3%	-$174K	2.6%	6
2019 Q2	$5.35M	Buy	104,474 +12,412	+13%	+$623K	2.78%	5
2019 Q1	$4.59M	Buy	92,062 +72	+0.1%	+$3.52K	2.82%	4
2018 Q4	$4.44M	Buy	+91,990	New	+$4.39M	3.5%	4

Other funds holding AGGY

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

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) 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

Surevest's AGGY Position: Q3 2022 in Review

Surevest held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q3 2022 at 520 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #236.

Surevest first reported a position in AGGY in Q4 2018 and has held it in 10 quarters since. The position peaked at $5.35M in Q2 2019. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

Surevest held 520 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $22K as of Q3 2022.
Surevest left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q3 2022.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Surevest's portfolio in Q3 2022, its #236 holding.
Surevest first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 10 quarters since.
Surevest's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.35M in Q2 2019.
140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.