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

TRUADVICE’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 Q3	$3.49M	Buy	83,896 +44,869	+115%	+$1.91M	1.37%	18
2023 Q2	$1.66M	Sell	39,027 -506	-1%	-$22K	0.61%	47
2023 Q1	$1.73M	Sell	39,533 -8,916	-18%	-$388K	0.69%	37
2022 Q4	$2.13M	Buy	48,449 +8,290	+21%	+$352K	1.12%	22
2022 Q3	$1.67M	Sell	40,159 -2,261	-5%	-$101K	0.94%	22
2022 Q2	$1.95M	Buy	42,420 +1,006	+2%	+$45.8K	1.03%	26
2022 Q1	$1.87M	Sell	41,414 -173	-0.4%	-$8.55K	1.04%	23
2021 Q4	$2.06M	Buy	41,587 +1,248	+3%	+$64.7K	1.94%	12
2021 Q3	$2.1M	Sell	40,339 -56,097	-58%	-$2.95M	1.93%	13
2021 Q2	$5.09M	Buy	96,436 +15,816	+20%	+$819K	1.11%	16
2021 Q1	$4.16M	Sell	80,620 -3,163	-4%	-$166K	1.23%	16
2020 Q4	$4.47M	Buy	83,783 +10,171	+14%	+$546K	1.36%	15
2020 Q3	$3.95M	Buy	+73,612	New	+$3.99M	1.61%	13

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PWMG

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

TRUADVICE's AGGY Position: Q3 2023 in Review

TRUADVICE increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 115% in Q3 2023, buying an estimated $1.91M and bringing the position to 83,896 shares worth $3.49M. The position accounts for 1.37% of the portfolio, ranked #18.

TRUADVICE first reported a position in AGGY in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.09M in Q2 2021. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2023.

TRUADVICE held 83,896 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.49M as of Q3 2023.
TRUADVICE bought 44,869 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2023, an estimated $1.91M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.37% of TRUADVICE's portfolio in Q3 2023, its #18 holding.
TRUADVICE first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and has held it in 13 quarters since.
TRUADVICE's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.09M in Q2 2021.
152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.