Truist Financial
AGGY icon

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

Truist Financial’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
-4,154
Closed -$215K – 2673
2021
Q4 		$215K Sell
4,154
-10,388
-71% -$538K ﹤0.01% 2548
2021
Q3 		$755K Sell
14,542
-333
-2% -$17.5K ﹤0.01% 1769
2021
Q2 		$776K Sell
14,875
-11,448
-43% -$593K ﹤0.01% 1786
2021
Q1 		$1.35M Sell
26,323
-5,515
-17% -$289K ﹤0.01% 1413
2020
Q4 		$1.71M Sell
31,838
-16,805
-35% -$901K ﹤0.01% 1240
2020
Q3 		$2.62M Buy
48,643
+216
+0.4% +$11.7K 0.01% 964
2020
Q2 		$2.61M Buy
48,427
+9,835
+25% +$523K 0.01% 929
2020
Q1 		$1.99M Sell
38,592
-531
-1% -$27.8K 0.01% 984
2019
Q4 		$2.04M Buy
+39,123
New +$2.04M ﹤0.01% 1128

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
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)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Truist Financial's AGGY Position: Q1 2022 in Review

Truist Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2022, closing a stake of 4,154 shares — an estimated $215K sold.

Truist Financial first reported a position in AGGY in Q4 2019 and held it in 9 quarters. The position peaked at $2.62M in Q3 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q1 2022.

  • Truist Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 4,154 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2022, an estimated $215K.
  • Truist Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 9 quarters.
  • Truist Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.62M in Q3 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.