Washington Trust Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Washington Trust 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 Q3	–	Sell	-23	Closed	-$989	–	662
2024 Q2	$989	Hold	23	–	–	﹤0.01%	650
2024 Q1	$999	Hold	23	–	–	﹤0.01%	653
2023 Q4	$1.01K	Hold	23	–	–	﹤0.01%	658
2023 Q3	$955	Hold	23	–	–	﹤0.01%	665
2023 Q2	$992	Hold	23	–	–	﹤0.01%	647
2023 Q1	$1K	Sell	23 -11	-32%	-$479	﹤0.01%	758
2022 Q4	$1.45K	Sell	34 -1,739	-98%	-$73.9K	﹤0.01%	746
2022 Q3	$75K	Sell	1,773 -141	-7%	-$6.29K	0.01%	322
2022 Q2	$86K	Hold	1,914	–	–	0.01%	318
2022 Q1	$92K	Buy	1,914 +49	+3%	+$2.42K	0.01%	349
2021 Q4	$96K	Buy	+1,865	New	+$96.7K	0.01%	368

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Washington Trust Advisors's AGGY Position: Q3 2024 in Review

Washington Trust Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2024, closing a stake of 23 shares — an estimated $989 sold.

Washington Trust Advisors first reported a position in AGGY in Q4 2021 and held it in 11 quarters. The position peaked at $96K in Q4 2021. 152 funds tracked by Wall St. Rank hold AGGY as of Q3 2024.

Washington Trust Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
Washington Trust Advisors sold 23 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2024, an estimated $989.
Washington Trust Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 11 quarters.
Washington Trust Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $96K in Q4 2021.
152 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.