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

Acorn Financial Advisory Services’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
2026 Q2	$201K	Hold	4,634	–	–	0.03%	217
2026 Q1	$201K	Hold	4,634	–	–	0.03%	210
2025 Q4	$204K	Hold	4,634	–	–	0.03%	207
2025 Q3	$205K	Sell	4,634 -307	-6%	-$13.4K	0.03%	205
2025 Q2	$216K	Hold	4,941	–	–	0.04%	184
2025 Q1	$215K	Sell	4,941 -300	-6%	-$12.9K	0.04%	179
2024 Q4	$225K	Hold	5,241	–	–	0.04%	188
2024 Q3	$234K	Hold	5,241	–	–	0.04%	185
2024 Q2	$225K	Buy	5,241 +415	+9%	+$17.8K	0.04%	189
2024 Q1	$209K	Hold	4,826	–	–	0.04%	197
2023 Q4	$212K	Buy	+4,826	New	+$204K	0.04%	233
2022 Q2	–	Sell	-4,752	Closed	-$227K	–	208
2022 Q1	$227K	Hold	4,752	–	–	0.05%	206
2021 Q4	$246K	Hold	4,752	–	–	0.05%	195
2021 Q3	$247K	Hold	4,752	–	–	0.08%	191
2021 Q2	$248K	Hold	4,752	–	–	0.07%	211
2021 Q1	$243K	Hold	4,752	–	–	0.09%	183
2020 Q4	$255K	Hold	4,752	–	–	0.1%	190
2020 Q3	$256K	Sell	4,752 -5	-0.1%	-$271	0.13%	177
2020 Q2	$256K	Hold	4,757	–	–	0.18%	161
2020 Q1	$246K	Buy	+4,757	New	+$249K	0.24%	132

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorn Financial Advisory Services's AGGY Position: Q2 2026 in Review

Acorn Financial Advisory Services held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 4,634 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #217.

Acorn Financial Advisory Services first reported a position in AGGY in Q1 2020 and has held it in 20 quarters since. The position peaked at $256K in Q3 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Acorn Financial Advisory Services held 4,634 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $201K as of Q2 2026.
Acorn Financial Advisory Services left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #217 holding.
Acorn Financial Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 20 quarters since.
Acorn Financial Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $256K in Q3 2020.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.