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

Triad 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
2024
Q3 		– Sell
-10
Closed -$430 – 71
2024
Q2 		$430 Buy
+10
New +$428 ﹤0.01% 921

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Triad Wealth Partners's AGGY Position: Q3 2024 in Review

Triad Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 10 shares — an estimated $430 sold.

Triad Wealth Partners first reported a position in AGGY in Q2 2024 and held it in 1 quarter. The position peaked at $430 in Q2 2024. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

  • Triad Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 10 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $430.
  • Triad Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $430 in Q2 2024.
  • 152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.