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Transamerica Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Transamerica Financial Advisors’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
Q1 		– Sell
-870
Closed -$38K – 610
2022
Q4 		$38K Sell
870
-8
-0.9% -$340 0.01% 289
2022
Q3 		$38K Sell
878
-8
-0.9% -$357 0.01% 283
2022
Q2 		$40K Buy
+886
New +$40.3K 0.01% 283
2020
Q3 		– Sell
-944
Closed -$51K – 191
2020
Q2 		$51K Buy
+944
New +$50.2K 0.01% 200

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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Transamerica Financial Advisors's AGGY Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 870 shares — an estimated $38K sold.

Transamerica Financial Advisors first reported a position in AGGY in Q2 2020 and held it in 4 quarters. The position peaked at $51K in Q2 2020. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Transamerica Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 870 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $38K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and held it in 4 quarters.
  • Transamerica Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $51K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.