Ameriprise
AGGY icon

Ameriprise’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Ameriprise’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
Q1 		$11.5M Sell
264,791
-19,341
-7% -$852K ﹤0.01% 1821
2025
Q4 		$12.5M Buy
284,132
+6,161
+2% +$273K ﹤0.01% 1737
2025
Q3 		$12.3M Buy
277,971
+3,421
+1% +$150K ﹤0.01% 1752
2025
Q2 		$12M Sell
274,550
-5,626
-2% -$242K ﹤0.01% 1684
2025
Q1 		$12.2M Buy
280,176
+124,874
+80% +$5.39M ﹤0.01% 1624
2024
Q4 		$6.67M Buy
155,302
+13,659
+10% +$597K ﹤0.01% 2137
2024
Q3 		$6.33M Buy
141,643
+126,731
+850% +$5.6M ﹤0.01% 2208
2024
Q2 		$641K Buy
+14,912
New +$639K ﹤0.01% 3347
2022
Q4 		– Sell
-123,553
Closed -$5.22M – 3953
2022
Q3 		$5.22M Buy
123,553
+117,492
+1,938% +$5.24M ﹤0.01% 2189
2022
Q2 		$271K Sell
6,061
-16,980
-74% -$772K ﹤0.01% 3605
2022
Q1 		$1.1M Buy
23,041
+12,134
+111% +$600K ﹤0.01% 3171
2021
Q4 		$564K Buy
+10,907
New +$565K ﹤0.01% 3476
2020
Q3 		– Sell
-5,728
Closed -$308K – 3726
2020
Q2 		$308K Buy
+5,728
New +$304K ﹤0.01% 3358

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return