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

Advisory Services Network’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	–	Sell	-190	Closed	-$8.26K	–	2216
2026 Q1	$8.26K	Buy	+190	New	+$8.37K	﹤0.01%	3655
2025 Q4	–	Sell	-190	Closed	-$8.41K	–	1851
2025 Q3	$8.41K	Buy	+190	New	+$8.32K	﹤0.01%	3354
2021 Q3	–	Sell	-146	Closed	-$8K	–	1418
2021 Q2	$8K	Buy	+146	New	+$7.56K	﹤0.01%	2884
2020 Q1	–	Sell	-46	Closed	-$2K	–	3004
2019 Q4	$2K	Buy	+46	New	+$2.4K	﹤0.01%	2821

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

Advisory Services Network's AGGY Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 190 shares — an estimated $8.26K sold.

Advisory Services Network first reported a position in AGGY in Q4 2019 and held it in 4 quarters. The position peaked at $8.41K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 190 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $8.26K.
Advisory Services Network first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 4 quarters.
Advisory Services Network's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.41K in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.