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Avantax Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Avantax Advisory Services’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 		$1.24M Sell
28,317
-876
-3% -$37.7K 0.01% 1031
2025
Q1 		$1.27M Buy
29,193
+338
+1% +$14.6K 0.01% 966
2024
Q4 		$1.24M Sell
28,855
-634
-2% -$27.7K 0.01% 946
2024
Q3 		$1.32M Sell
29,489
-5,925
-17% -$262K 0.01% 884
2024
Q2 		$1.52M Buy
35,414
+3,285
+10% +$141K 0.01% 774
2024
Q1 		$1.39M Buy
32,129
+393
+1% +$17.1K 0.01% 645
2023
Q4 		$1.4M Buy
31,736
+1,378
+5% +$58.1K 0.01% 612
2023
Q3 		$1.26M Buy
30,358
+900
+3% +$38.3K 0.01% 602
2023
Q2 		$1.27M Sell
29,458
-1,317
-4% -$57.2K 0.01% 602
2023
Q1 		$1.34M Sell
30,775
-42
-0.1% -$1.83K 0.02% 566
2022
Q4 		$1.31M Buy
30,817
+893
+3% +$37.9K 0.02% 538
2022
Q3 		$1.26M Sell
29,924
-24,729
-45% -$1.1M 0.02% 496
2022
Q2 		$2.44M Sell
54,653
-823
-1% -$37.4K 0.04% 337
2022
Q1 		$2.65M Sell
55,476
-122,093
-69% -$6.03M 0.04% 313
2021
Q4 		$9.18M Buy
177,569
+9,311
+6% +$483K 0.14% 118
2021
Q3 		$8.74M Buy
168,258
+19,635
+13% +$1.03M 0.15% 108
2021
Q2 		$7.76M Buy
148,623
+3,799
+3% +$197K 0.14% 114
2021
Q1 		$7.42M Buy
144,824
+2,665
+2% +$140K 0.16% 108
2020
Q4 		$7.62M Sell
142,159
-73,674
-34% -$3.95M 0.18% 95
2020
Q3 		$11.6M Buy
215,833
+121,353
+128% +$6.57M 0.19% 98
2020
Q2 		$5.09M Buy
94,480
+21,434
+29% +$1.14M 0.15% 110
2020
Q1 		$3.77M Buy
73,046
+37,731
+107% +$1.98M 0.11% 129
2019
Q4 		$1.85M Buy
35,315
+19,271
+120% +$1.01M 0.04% 225
2019
Q3 		$835K Buy
16,044
+8,683
+118% +$451K 0.03% 239
2019
Q2 		$377K Buy
+7,361
New +$370K 0.02% 350

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 $253M AUM 11.51% 1-Year Est. Return

Avantax Advisory Services's AGGY Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3% in Q2 2025, selling an estimated $37.7K and leaving 28,317 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1031.

Avantax Advisory Services first reported a position in AGGY in Q2 2019 and has held it in 25 quarters since. The position peaked at $11.6M in Q3 2020. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Avantax Advisory Services held 28,317 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.24M as of Q2 2025.
  • Avantax Advisory Services sold 876 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $37.7K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1031 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and has held it in 25 quarters since.
  • Avantax Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $11.6M in Q3 2020.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.