Advisornet Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-201	Closed	-$8.77K	–	2236
2025 Q2	$8.77K	Hold	201	–	–	﹤0.01%	1519
2025 Q1	$8.73K	Buy	+201	New	+$8.68K	﹤0.01%	1458
2020 Q4	–	Sell	-26,237	Closed	-$1.41M	–	1653
2020 Q3	$1.41M	Buy	26,237 +5,525	+27%	+$299K	0.12%	173
2020 Q2	$1.11M	Sell	20,712 -82	-0.4%	-$4.36K	0.09%	198
2020 Q1	$1.07M	Buy	20,794 +2,318	+13%	+$121K	0.1%	175
2019 Q4	$965K	Buy	18,476 +696	+4%	+$36.3K	0.08%	222
2019 Q3	$930K	Buy	17,780 +9,483	+114%	+$493K	0.09%	221
2019 Q2	$425K	Sell	8,297 -2,965	-26%	-$149K	0.05%	320
2019 Q1	$561K	Buy	11,262 +11,060	+5,475%	+$541K	0.07%	266
2018 Q4	$10K	Hold	202	–	–	﹤0.01%	1075
2018 Q3	$10K	Sell	202 -239	-54%	-$11.6K	﹤0.01%	1104
2018 Q2	$21K	Buy	+441	New	+$21.5K	﹤0.01%	932

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

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

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

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Advisornet Financial's AGGY Position: Q3 2025 in Review

Advisornet Financial sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 201 shares — an estimated $8.77K sold.

Advisornet Financial first reported a position in AGGY in Q2 2018 and held it in 12 quarters. The position peaked at $1.41M in Q3 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

Advisornet Financial reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Advisornet Financial sold 201 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $8.77K.
Advisornet Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and held it in 12 quarters.
Advisornet Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.41M in Q3 2020.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.