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WR Wealth Planners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-218
Closed -$9.75K – 1107
2024
Q3 		$9.75K Hold
218
– – ﹤0.01% 634
2024
Q2 		$9.37K Hold
218
– – ﹤0.01% 604
2024
Q1 		$9.46K Buy
+218
New +$9.46K ﹤0.01% 610
2023
Q4 		– Sell
-218
Closed -$9.05K – 205
2023
Q3 		$9.05K Hold
218
– – ﹤0.01% 592
2023
Q2 		$9.39K Hold
218
– – ﹤0.01% 591
2023
Q1 		$9.52K Buy
+218
New +$9.48K ﹤0.01% 568

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
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 $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

WR Wealth Planners's AGGY Position: Q4 2024 in Review

WR Wealth Planners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2024, closing a stake of 218 shares — an estimated $9.75K sold.

WR Wealth Planners first reported a position in AGGY in Q1 2023 and held it in 6 quarters. The position peaked at $9.75K in Q3 2024. 163 funds tracked by Wall St. Rank hold AGGY as of Q4 2024.

  • WR Wealth Planners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 218 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2024, an estimated $9.75K.
  • WR Wealth Planners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.75K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.