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

Atria Wealth Solutions’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
2025 Q2	$546K	Buy	12,503 +6,714	+116%	+$289K	0.01%	877
2025 Q1	$251K	Buy	+5,789	New	+$250K	﹤0.01%	1585
2024 Q4	–	Sell	-4,541	Closed	-$203K	–	1966
2024 Q3	$203K	Buy	+4,541	New	+$201K	﹤0.01%	1786
2023 Q3	–	Sell	-4,850	Closed	-$209K	–	1861
2023 Q2	$209K	Buy	+4,850	New	+$211K	﹤0.01%	1666
2022 Q2	–	Sell	-4,852	Closed	-$232K	–	1630
2022 Q1	$232K	Buy	+4,852	New	+$240K	﹤0.01%	1477

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Atria Wealth Solutions's AGGY Position: Q2 2025 in Review

Atria Wealth Solutions increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 116% in Q2 2025, buying an estimated $289K and bringing the position to 12,503 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #877.

Atria Wealth Solutions first reported a position in AGGY in Q1 2022 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

Atria Wealth Solutions held 12,503 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $546K as of Q2 2025.
Atria Wealth Solutions bought 6,714 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $289K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #877 holding.
Atria Wealth Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2022 and has held it in 5 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.