Ashton Thomas Private Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Ashton Thomas Private Wealth’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	$640K	Sell	14,727 -449	-3%	-$19.6K	0.01%	695
2026 Q1	$659K	Sell	15,176 -251	-2%	-$11.1K	0.02%	656
2025 Q4	$680K	Sell	15,427 -109	-0.7%	-$4.83K	0.02%	591
2025 Q3	$688K	Sell	15,536 -424	-3%	-$18.6K	0.02%	573
2025 Q2	$696K	Sell	15,960 -1,949	-11%	-$83.9K	0.02%	502
2025 Q1	$778K	Sell	17,909 -5,956	-25%	-$257K	0.03%	440
2024 Q4	$1.02M	Buy	+23,865	New	+$1.04M	0.04%	375

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

Ashton Thomas Private Wealth's AGGY Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3% in Q2 2026, selling an estimated $19.6K and leaving 14,727 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #695.

Ashton Thomas Private Wealth first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Ashton Thomas Private Wealth held 14,727 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $640K as of Q2 2026.
Ashton Thomas Private Wealth sold 449 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $19.6K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #695 holding.
Ashton Thomas Private Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.02M in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.