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

SVB Wealth’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
2023
Q2 		– Sell
-27,251
Closed -$1.19M – 930
2023
Q1 		$1.19M Buy
+27,251
New +$1.19M 0.02% 341

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SVB Wealth's AGGY Position: Q2 2023 in Review

SVB Wealth sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 27,251 shares — an estimated $1.19M sold.

SVB Wealth first reported a position in AGGY in Q1 2023 and held it in 1 quarter. The position peaked at $1.19M in Q1 2023. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

  • SVB Wealth reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 27,251 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $1.19M.
  • SVB Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 1 quarter.
  • SVB Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.19M in Q1 2023.
  • 147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.