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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
Q2 		$348K Buy
+8,001
New +$348K 0.12% 143

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisory Solutions Group's AGGY Position: Q2 2026 in Review

Advisory Solutions Group opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 8,001 shares worth $348K. The stake represents 0.12% of the portfolio and ranks #143 among its holdings.

168 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Advisory Solutions Group held 8,001 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $348K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Advisory Solutions Group position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.12% of Advisory Solutions Group's portfolio in Q2 2026, its #143 holding.
  • 168 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Advisory Solutions Group's 13F filing for Q2 2026, filed 29 Jul 2026.