AWM
AGGY icon

AE Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

AE Wealth Management’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 		$2.2M Buy
50,703
+3,769
+8% +$164K 0.01% 626
2026
Q1 		$2.04M Buy
46,934
+5,205
+12% +$229K 0.01% 636
2025
Q4 		$1.84M Buy
41,729
+3,815
+10% +$169K 0.01% 631
2025
Q3 		$1.68M Buy
37,914
+3,859
+11% +$169K 0.01% 615
2025
Q2 		$1.49M Sell
34,055
-4,075
-11% -$175K 0.01% 612
2025
Q1 		$1.66M Sell
38,130
-739
-2% -$31.9K 0.01% 576
2024
Q4 		$1.67M Buy
38,869
+650
+2% +$28.4K 0.01% 582
2024
Q3 		$1.71M Sell
38,219
-179,437
-82% -$7.92M 0.02% 575
2024
Q2 		$9.35M Buy
217,656
+2,473
+1% +$106K 0.09% 229
2024
Q1 		$9.34M Sell
215,183
-515,357
-71% -$22.4M 0.11% 224
2023
Q4 		$31.7M Sell
730,540
-15,824
-2% -$667K 0.16% 135
2023
Q3 		$31M Buy
746,364
+19,067
+3% +$810K 0.19% 121
2023
Q2 		$31.3M Buy
727,297
+41,030
+6% +$1.78M 0.19% 115
2023
Q1 		$30M Sell
686,267
-16,463
-2% -$716K 0.19% 119
2022
Q4 		$30M Buy
702,730
+19,565
+3% +$831K 0.22% 94
2022
Q3 		$28.8M Sell
683,165
-32,371
-5% -$1.45M 0.23% 99
2022
Q2 		$32M Sell
715,536
-6,766
-0.9% -$308K 0.26% 84
2022
Q1 		$34.6M Sell
722,302
-16,810
-2% -$831K 0.24% 93
2021
Q4 		$38.2M Buy
739,112
+94,576
+15% +$4.9M 0.27% 81
2021
Q3 		$33.5M Sell
644,536
-38,393
-6% -$2.02M 0.28% 80
2021
Q2 		$35.6M Buy
682,929
+135,858
+25% +$7.04M 0.31% 74
2021
Q1 		$28M Sell
547,071
-325,143
-37% -$17M 0.28% 83
2020
Q4 		$46.8M Buy
872,214
+290,871
+50% +$15.6M 0.53% 35
2020
Q3 		$31.3M Buy
581,343
+50,526
+10% +$2.74M 0.45% 42
2020
Q2 		$28.6M Buy
530,817
+279,006
+111% +$14.8M 0.44% 44
2020
Q1 		$13M Buy
251,811
+122,510
+95% +$6.42M 0.3% 71
2019
Q4 		$6.76M Buy
129,301
+40,641
+46% +$2.12M 0.15% 133
2019
Q3 		$4.63M Buy
88,660
+83,182
+1,518% +$4.32M 0.13% 153
2019
Q2 		$281K Buy
+5,478
New +$275K 0.01% 777
2018
Q4 		– Sell
-4,437
Closed -$215K – 479
2018
Q3 		$215K Buy
+4,437
New +$216K 0.01% 539

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's AGGY Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8% in Q2 2026, buying an estimated $164K and bringing the position to 50,703 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #626.

AE Wealth Management first reported a position in AGGY in Q3 2018 and has held it in 30 quarters since. The position peaked at $46.8M in Q4 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • AE Wealth Management held 50,703 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.2M as of Q2 2026.
  • AE Wealth Management bought 3,769 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $164K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #626 holding.
  • AE Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and has held it in 30 quarters since.
  • AE Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $46.8M in Q4 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.