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

Allworth 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
2026
Q2 		$14.4K Hold
332
– – ﹤0.01% 3455
2026
Q1 		$14.4K Hold
332
– – ﹤0.01% 3231
2025
Q4 		$14.6K Hold
332
– – ﹤0.01% 3008
2025
Q3 		$14.7K Hold
332
– – ﹤0.01% 2895
2025
Q2 		$14.5K Hold
332
– – ﹤0.01% 2713
2025
Q1 		$14.3K Sell
332
-683
-67% -$29.5K ﹤0.01% 2267
2024
Q4 		$43.6K Buy
1,015
+546
+116% +$23.9K ﹤0.01% 1648
2024
Q3 		$21K Sell
469
-443
-49% -$19.6K ﹤0.01% 1883
2024
Q2 		$39.6K Hold
912
– – ﹤0.01% 1480
2024
Q1 		$39.6K Sell
912
-1,035
-53% -$44.9K ﹤0.01% 1404
2023
Q4 		$85.7K Hold
1,947
– – ﹤0.01% 1005
2023
Q3 		$80.8K Sell
1,947
-484
-20% -$20.6K ﹤0.01% 955
2023
Q2 		$105K Sell
2,431
-3,426
-58% -$149K ﹤0.01% 881
2023
Q1 		$256K Sell
5,857
-2,703
-32% -$118K ﹤0.01% 603
2022
Q4 		$365K Sell
8,560
-997
-10% -$42.4K ﹤0.01% 519
2022
Q3 		$403K Sell
9,557
-114
-1% -$5.09K 0.01% 465
2022
Q2 		$432K Buy
9,671
+9,366
+3,071% +$426K 0.01% 423
2022
Q1 		$15K Hold
305
– – ﹤0.01% 1350
2021
Q4 		$16K Sell
305
-203
-40% -$10.5K ﹤0.01% 1194
2021
Q3 		$26K Buy
+508
New +$26.7K ﹤0.01% 938

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

Allworth Financial's AGGY Position: Q2 2026 in Review

Allworth Financial held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 332 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Allworth Financial first reported a position in AGGY in Q3 2021 and has held it in 20 quarters since. The position peaked at $432K in Q2 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Allworth Financial held 332 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $14.4K as of Q2 2026.
  • Allworth Financial left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3455 holding.
  • Allworth Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $432K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.