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American Financial & Tax Strategies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

American Financial & Tax Strategies’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 		$2.78M Buy
63,927
+68
+0.1% +$2.96K 1.26% 28
2026
Q1 		$2.77M Sell
63,859
-325
-0.5% -$14.3K 1.35% 27
2025
Q4 		$2.83M Buy
64,184
+1,232
+2% +$54.6K 1.41% 26
2025
Q3 		$2.79M Sell
62,952
-914
-1% -$40K 1.39% 27
2025
Q2 		$2.79M Sell
63,866
-3,619
-5% -$156K 1.44% 27
2025
Q1 		$2.93M Sell
67,485
-2,044
-3% -$88.2K 1.58% 23
2024
Q4 		$2.98M Hold
69,529
– – 1.55% 24
2024
Q3 		$3.11M Sell
69,529
-1,313
-2% -$58K 1.58% 22
2024
Q2 		$3.04M Sell
70,842
-172
-0.2% -$7.37K 1.6% 22
2024
Q1 		$3.08M Sell
71,014
-345
-0.5% -$15K 1.65% 23
2023
Q4 		$3.14M Buy
+71,359
New +$3.01M 1.79% 19

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
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
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

American Financial & Tax Strategies's AGGY Position: Q2 2026 in Review

American Financial & Tax Strategies increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.11% in Q2 2026, buying an estimated $2.96K and bringing the position to 63,927 shares worth $2.78M. The position accounts for 1.26% of the portfolio, ranked #28.

American Financial & Tax Strategies first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q4 2023. 137 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • American Financial & Tax Strategies held 63,927 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.78M as of Q2 2026.
  • American Financial & Tax Strategies bought 68 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.96K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.26% of American Financial & Tax Strategies's portfolio in Q2 2026, its #28 holding.
  • American Financial & Tax Strategies first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.14M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.