Atticus Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-502	Closed	-$21.9K	–	208
2025 Q2	$21.9K	Sell	502 -202	-29%	-$8.7K	0.01%	405
2025 Q1	$30.6K	Sell	704 -5,849	-89%	-$252K	0.01%	280
2024 Q4	$281K	Sell	6,553 -861	-12%	-$37.6K	0.09%	97
2024 Q3	$331K	Buy	+7,414	New	+$327K	0.11%	90

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Atticus Wealth Management's AGGY Position: Q3 2025 in Review

Atticus Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 502 shares — an estimated $21.9K sold.

Atticus Wealth Management first reported a position in AGGY in Q3 2024 and held it in 4 quarters. The position peaked at $331K in Q3 2024. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

Atticus Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 502 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $21.9K.
Atticus Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and held it in 4 quarters.
Atticus Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $331K in Q3 2024.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.