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

Atria Investments’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 		$8.7M Sell
200,155
-63,331
-24% -$2.76M 0.09% 242
2026
Q1 		$11.4M Buy
263,486
+1,719
+0.7% +$75.7K 0.13% 169
2025
Q4 		$11.5M Sell
261,767
-13,335
-5% -$591K 0.13% 164
2025
Q3 		$12.2M Buy
275,102
+24,638
+10% +$1.08M 0.14% 147
2025
Q2 		$10.9M Sell
250,464
-15,106
-6% -$650K 0.13% 171
2025
Q1 		$11.5M Sell
265,570
-10,798
-4% -$466K 0.15% 156
2024
Q4 		$11.9M Buy
276,368
+52,601
+24% +$2.3M 0.15% 158
2024
Q3 		$10M Buy
223,767
+40,973
+22% +$1.81M 0.12% 185
2024
Q2 		$7.85M Buy
182,794
+7,455
+4% +$319K 0.1% 225
2024
Q1 		$7.61M Buy
175,339
+22,068
+14% +$958K 0.1% 233
2023
Q4 		$6.75M Buy
153,271
+68,926
+82% +$2.91M 0.1% 231
2023
Q3 		$3.5M Buy
84,345
+17,864
+27% +$759K 0.06% 375
2023
Q2 		$2.86M Buy
66,481
+7,748
+13% +$337K 0.05% 437
2023
Q1 		$2.57M Buy
+58,733
New +$2.56M 0.05% 454
2021
Q3 		– Sell
-21,245
Closed -$1.11M – 784
2021
Q2 		$1.11M Sell
21,245
-4,514
-18% -$234K 0.02% 719
2021
Q1 		$1.32M Buy
+25,759
New +$1.35M 0.03% 604
2020
Q3 		– Sell
-38,158
Closed -$2.05M – 580
2020
Q2 		$2.05M Buy
+38,158
New +$2.03M 0.07% 299
2019
Q2 		– Sell
-124,123
Closed -$6.18M – 961
2019
Q1 		$6.18M Buy
124,123
+110,702
+825% +$5.41M 0.26% 82
2018
Q4 		$647K Sell
13,421
-16,573
-55% -$791K 0.03% 417
2018
Q3 		$1.45M Sell
29,994
-138,646
-82% -$6.74M 0.06% 300
2018
Q2 		$8.17M Buy
168,640
+15,792
+10% +$768K 0.36% 49
2018
Q1 		$7.54M Buy
152,848
+2,692
+2% +$133K 0.36% 47
2017
Q4 		$7.62M Buy
150,156
+11,997
+9% +$608K 0.38% 42
2017
Q3 		$7.01M Buy
138,159
+8,218
+6% +$417K 0.38% 47
2017
Q2 		$6.56M Buy
129,941
+6,712
+5% +$338K 0.4% 43
2017
Q1 		$6.14M Buy
123,229
+14,365
+13% +$714K 0.4% 42
2016
Q4 		$5.4M Buy
108,864
+7,438
+7% +$375K 0.41% 40
2016
Q3 		$5.27M Buy
101,426
+26,729
+36% +$1.39M 0.48% 34
2016
Q2 		$3.9M Buy
74,697
+24,391
+48% +$1.24M 0.42% 35
2016
Q1 		$2.54M Buy
+50,306
New +$2.5M 0.29% 51

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's AGGY Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 24% in Q2 2026, selling an estimated $2.76M and leaving 200,155 shares worth $8.7M. The position accounts for 0.09% of the portfolio, ranked #242.

Atria Investments first reported a position in AGGY in Q1 2016 and has held it in 30 quarters since. The position peaked at $12.2M in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Atria Investments held 200,155 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $8.7M as of Q2 2026.
  • Atria Investments sold 63,331 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.76M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.09% of Atria Investments's portfolio in Q2 2026, its #242 holding.
  • Atria Investments first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 30 quarters since.
  • Atria Investments's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $12.2M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.