U.S. Capital Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

U.S. Capital Wealth 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	-27	Closed	-$1.15K	–	653
2022 Q4	$1.15K	Buy	+27	New	+$1.15K	﹤0.01%	1527

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

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

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

U.S. Capital Wealth Advisors's AGGY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 27 shares — an estimated $1.15K sold.

U.S. Capital Wealth Advisors first reported a position in AGGY in Q4 2022 and held it in 1 quarter. The position peaked at $1.15K in Q4 2022. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 27 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $1.15K.
U.S. Capital Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.15K in Q4 2022.
133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.