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Van Hulzen Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Van Hulzen Asset Management’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
2025
Q1 		– Sell
-1,349
Closed -$57.9K – 332
2024
Q4 		$57.9K Buy
+1,349
New +$58.9K ﹤0.01% 483

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Van Hulzen Asset Management's AGGY Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2025, closing a stake of 1,349 shares — an estimated $57.9K sold.

Van Hulzen Asset Management first reported a position in AGGY in Q4 2024 and held it in 1 quarter. The position peaked at $57.9K in Q4 2024. 171 funds tracked by Wall St. Rank hold AGGY as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,349 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2025, an estimated $57.9K.
  • Van Hulzen Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $57.9K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.