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

Armis Advisers’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	$1.11M	Sell	25,506 -2,512	-9%	-$109K	0.1%	157
2026 Q1	$1.22M	Sell	28,018 -1,190	-4%	-$52.4K	0.12%	134
2025 Q4	$1.27M	Buy	+29,208	New	+$1.29M	0.14%	115
2025 Q3	–	Sell	-53,269	Closed	-$2.32M	–	322
2025 Q2	$2.32M	Sell	53,269 -9,441	-15%	-$406K	0.18%	103
2025 Q1	$2.72M	Sell	62,710 -11,226	-15%	-$485K	0.25%	84
2024 Q4	$3.17M	Buy	+73,936	New	+$3.23M	0.39%	63

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

Armis Advisers's AGGY Position: Q2 2026 in Review

Armis Advisers reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 9% in Q2 2026, selling an estimated $109K and leaving 25,506 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #157.

Armis Advisers first reported a position in AGGY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17M in Q4 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Armis Advisers held 25,506 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.11M as of Q2 2026.
Armis Advisers sold 2,512 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $109K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.1% of Armis Advisers's portfolio in Q2 2026, its #157 holding.
Armis Advisers first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.17M in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.