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Advisory Solutions Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisory Solutions Group’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
Q3 		$794K Buy
19,281
+11,280
+141% +$481K 0.17% 119
2026
Q2 		$348K Buy
+8,001
New +$348K 0.12% 143

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Advisory Solutions Group's AGGY Position: Q3 2026 in Review

Advisory Solutions Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 141% in Q3 2026, buying an estimated $481K and bringing the position to 19,281 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #119.

Advisory Solutions Group first reported a position in AGGY in Q2 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • Advisory Solutions Group held 19,281 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $794K as of Q3 2026.
  • Advisory Solutions Group bought 11,280 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $481K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.17% of Advisory Solutions Group's portfolio in Q3 2026, its #119 holding.
  • Advisory Solutions Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.