WealthShield Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

WealthShield Partners’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 Q4	–	Sell	-300	Closed	-$12.5K	–	476
2023 Q3	$12.5K	Hold	300	–	–	﹤0.01%	436
2023 Q2	$12.9K	Buy	+300	New	+$13K	﹤0.01%	438
2019 Q2	–	Sell	-49	Closed	-$2K	–	225
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	255
2018 Q4	$2K	Hold	49	–	–	﹤0.01%	229
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	240
2018 Q2	$2K	Hold	49	–	–	﹤0.01%	228
2018 Q1	$2K	Buy	+49	New	+$2.43K	﹤0.01%	218

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WealthShield Partners's AGGY Position: Q4 2023 in Review

WealthShield Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2023, closing a stake of 300 shares — an estimated $12.5K sold.

WealthShield Partners first reported a position in AGGY in Q1 2018 and held it in 7 quarters. The position peaked at $12.9K in Q2 2023. 158 funds tracked by Wall St. Rank hold AGGY as of Q4 2023.

WealthShield Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 300 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2023, an estimated $12.5K.
WealthShield Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2018 and held it in 7 quarters.
WealthShield Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $12.9K in Q2 2023.
158 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.