Towercrest Capital Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Towercrest Capital 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
2022 Q1	–	Sell	-4,050	Closed	-$209K	–	92
2021 Q4	$209K	Hold	4,050	–	–	0.04%	91
2021 Q3	$210K	Hold	4,050	–	–	0.04%	94
2021 Q2	$211K	Hold	4,050	–	–	0.04%	87
2021 Q1	$207K	Hold	4,050	–	–	0.04%	85
2020 Q4	$217K	Hold	4,050	–	–	0.05%	81
2020 Q3	$218K	Hold	4,050	–	–	0.05%	76
2020 Q2	$218K	Sell	4,050 -4,050	-50%	-$215K	0.06%	74
2020 Q1	$421K	Buy	8,100 +4,050	+100%	+$212K	0.13%	54
2019 Q4	$212K	Hold	4,050	–	–	0.05%	76
2019 Q3	$212K	Hold	4,050	–	–	0.06%	69
2019 Q2	$207K	Hold	4,050	–	–	0.06%	73
2019 Q1	$201K	Buy	+4,050	New	+$198K	0.06%	69

Other funds holding AGGY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Towercrest Capital Management's AGGY Position: Q1 2022 in Review

Towercrest Capital Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 4,050 shares — an estimated $209K sold.

Towercrest Capital Management first reported a position in AGGY in Q1 2019 and held it in 12 quarters. The position peaked at $421K in Q1 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

Towercrest Capital Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
Towercrest Capital Management sold 4,050 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $209K.
Towercrest Capital Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 12 quarters.
Towercrest Capital Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $421K in Q1 2020.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Towercrest Capital Management's 13F filing for Q1 2022, filed 11 May 2022.