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Woodmont Investment Counsel’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-100
Closed -$4.34K – 249
2024
Q1 		$4.34K Buy
+100
New +$4.34K ﹤0.01% 350

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 $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Woodmont Investment Counsel's AGGY Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2024, closing a stake of 100 shares — an estimated $4.34K sold.

Woodmont Investment Counsel first reported a position in AGGY in Q1 2024 and held it in 1 quarter. The position peaked at $4.34K in Q1 2024. 151 funds tracked by Wall St. Rank hold AGGY as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 100 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2024, an estimated $4.34K.
  • Woodmont Investment Counsel first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.34K in Q1 2024.
  • 151 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.