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

United Capital 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
2024
Q1 		– Sell
-4,733
Closed -$208K – 1078
2023
Q4 		$208K Sell
4,733
-220
-4% -$9.28K ﹤0.01% 992
2023
Q3 		$206K Sell
4,953
-395
-7% -$16.8K ﹤0.01% 796
2023
Q2 		$230K Buy
+5,348
New +$232K ﹤0.01% 824
2022
Q4 		– Sell
-4,816
Closed -$203K – 1035
2022
Q3 		$203K Buy
+4,816
New +$215K ﹤0.01% 1023
2022
Q2 		– Sell
-5,094
Closed -$244K – 1121
2022
Q1 		$244K Sell
5,094
-14,173
-74% -$700K ﹤0.01% 1062
2021
Q4 		$996K Sell
19,267
-2,802
-13% -$145K ﹤0.01% 678
2021
Q3 		$1.15M Sell
22,069
-1,230
-5% -$64.7K 0.01% 638
2021
Q2 		$1.22M Sell
23,299
-987
-4% -$51.1K 0.01% 645
2021
Q1 		$1.24M Sell
24,286
-5,549
-19% -$291K 0.01% 610
2020
Q4 		$1.6M Buy
29,835
+93
+0.3% +$4.99K 0.01% 557
2020
Q3 		$1.6M Buy
29,742
+19,866
+201% +$1.08M 0.01% 555
2020
Q2 		$532K Buy
9,876
+263
+3% +$14K ﹤0.01% 843
2020
Q1 		$497K Buy
9,613
+4,001
+71% +$210K ﹤0.01% 819
2019
Q4 		$293K Buy
+5,612
New +$293K ﹤0.01% 1139

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

United Capital Financial Advisors's AGGY Position: Q1 2024 in Review

United Capital Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2024, closing a stake of 4,733 shares — an estimated $208K sold.

United Capital Financial Advisors first reported a position in AGGY in Q4 2019 and held it in 14 quarters. The position peaked at $1.6M in Q4 2020. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • United Capital Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,733 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $208K.
  • United Capital Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 14 quarters.
  • United Capital Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.6M in Q4 2020.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.