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

Alterna 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	$347K	Hold	7,973	–	–	0.2%	74
2026 Q1	$346K	Sell	7,973 -473	-6%	-$20.8K	0.26%	75
2025 Q4	$372K	Hold	8,446	–	–	0.31%	74
2025 Q3	$374K	Sell	8,446 -681	-7%	-$29.8K	0.31%	67
2025 Q2	$398K	Sell	9,127 -313	-3%	-$13.5K	0.32%	67
2025 Q1	$410K	Sell	9,440 -10,820	-53%	-$467K	0.31%	61
2024 Q4	$870K	Buy	20,260 +11,837	+141%	+$517K	0.73%	37
2024 Q3	$377K	Hold	8,423	–	–	0.34%	61
2024 Q2	$362K	Buy	8,423 +3,222	+62%	+$138K	0.32%	73
2024 Q1	$226K	Buy	+5,201	New	+$226K	0.18%	87

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

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

Alterna Wealth Management held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 7,973 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #74.

Alterna Wealth Management first reported a position in AGGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $870K in Q4 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Alterna Wealth Management held 7,973 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $347K as of Q2 2026.
Alterna Wealth Management left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.2% of Alterna Wealth Management's portfolio in Q2 2026, its #74 holding.
Alterna Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
Alterna Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $870K in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.