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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return