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

Wade Financial Advisory’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
-67,325
Closed -$2.87M – 78
2022
Q4 		$2.87M Sell
67,325
-6
-0% -$255 1.3% 21
2022
Q3 		$2.84M Buy
67,331
+4,960
+8% +$221K 1.42% 22
2022
Q2 		$2.79M Buy
62,371
+7,622
+14% +$347K 1.32% 24
2022
Q1 		$2.62M Buy
54,749
+10,279
+23% +$508K 1.12% 25
2021
Q4 		$2.3M Buy
44,470
+2,488
+6% +$129K 1.19% 25
2021
Q3 		$2.18M Sell
41,982
-3,088
-7% -$162K 1.23% 24
2021
Q2 		$2.35M Buy
45,070
+5,703
+14% +$295K 1.29% 23
2021
Q1 		$2.02M Buy
39,367
+472
+1% +$24.7K 1.27% 24
2020
Q4 		$2.09M Sell
38,895
-15,816
-29% -$848K 1.4% 21
2020
Q3 		$2.94M Buy
54,711
+6,746
+14% +$365K 2.32% 12
2020
Q2 		$2.58M Buy
47,965
+14,125
+42% +$751K 2.23% 14
2020
Q1 		$1.75M Sell
33,840
-1,383
-4% -$72.4K 1.74% 20
2019
Q4 		$1.84M Buy
+35,223
New +$1.84M 1.63% 16

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 $253M AUM 11.51% 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

Wade Financial Advisory's AGGY Position: Q1 2023 in Review

Wade Financial Advisory sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2023, closing a stake of 67,325 shares — an estimated $2.87M sold.

Wade Financial Advisory first reported a position in AGGY in Q4 2019 and held it in 13 quarters. The position peaked at $2.94M in Q3 2020. 133 funds tracked by Wall St. Rank hold AGGY as of Q1 2023.

  • Wade Financial Advisory reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Wade Financial Advisory sold 67,325 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2023, an estimated $2.87M.
  • Wade Financial Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 13 quarters.
  • Wade Financial Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.94M in Q3 2020.
  • 133 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2023.

Based on Wade Financial Advisory's 13F filing for Q1 2023, filed 7 Apr 2023.