Ameritas Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Ameritas Advisory Services’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	$8.58K	Buy	+197	New	+$8.58K	﹤0.01%	1499
2023 Q2	–	Sell	-298	Closed	-$13K	–	589
2023 Q1	$13K	Buy	+298	New	+$13K	﹤0.01%	1802
2022 Q2	–	Sell	-4,820	Closed	-$231K	–	791
2022 Q1	$231K	Sell	4,820 -13,494	-74%	-$667K	0.01%	746
2021 Q4	$946K	Buy	+18,314	New	+$949K	0.03%	346

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

Ameritas Advisory Services's AGGY Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 197 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #1499 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AGGY as recently as Q1 2023.

Ameritas Advisory Services first reported a position in AGGY in Q4 2021 and has held it in 4 quarters since. The position peaked at $946K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Ameritas Advisory Services held 197 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $8.58K as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1499 holding.
Ameritas Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 4 quarters since.
Ameritas Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $946K in Q4 2021.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.