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Vectors Research Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Vectors Research 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
2023
Q1 		– Sell
-4,006
Closed -$171K – 131
2022
Q4 		$171K Sell
4,006
-751
-16% -$31.9K 0.04% 133
2022
Q3 		$201K Hold
4,757
– – 0.06% 132
2022
Q2 		$213K Hold
4,757
– – 0.05% 141
2022
Q1 		$228K Sell
4,757
-82
-2% -$4.05K 0.05% 141
2021
Q4 		$250K Sell
4,839
-140
-3% -$7.26K 0.05% 150
2021
Q3 		$259K Hold
4,979
– – 0.06% 135
2021
Q2 		$260K Sell
4,979
-576
-10% -$29.8K 0.07% 136
2021
Q1 		$284K Sell
5,555
-3,909
-41% -$205K 0.08% 121
2020
Q4 		$508K Sell
9,464
-14,186
-60% -$761K 0.16% 93
2020
Q3 		$1.27M Sell
23,650
-1,212
-5% -$65.6K 0.47% 56
2020
Q2 		$1.34M Sell
24,862
-1,206
-5% -$64.1K 0.53% 50
2020
Q1 		$1.35M Buy
26,068
+9,229
+55% +$483K 0.64% 42
2019
Q4 		$880K Buy
+16,839
New +$879K 0.35% 60

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Vectors Research Management's AGGY Position: Q1 2023 in Review

Vectors Research Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 4,006 shares — an estimated $171K sold.

Vectors Research Management first reported a position in AGGY in Q4 2019 and held it in 13 quarters. The position peaked at $1.35M in Q1 2020. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Vectors Research Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Vectors Research Management sold 4,006 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $171K.
  • Vectors Research Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 13 quarters.
  • Vectors Research Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.35M in Q1 2020.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Vectors Research Management's 13F filing for Q1 2023, filed 4 May 2023.