Baldwin Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-5,499	Closed	-$239K	–	219
2025 Q1	$239K	Sell	5,499 -6,241	-53%	-$269K	0.02%	198
2024 Q4	$504K	Sell	11,740 -80,303	-87%	-$3.51M	0.03%	150
2024 Q3	$4.12M	Buy	+92,043	New	+$4.06M	0.28%	66

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Baldwin Wealth Partners's AGGY Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 5,499 shares — an estimated $239K sold.

Baldwin Wealth Partners first reported a position in AGGY in Q3 2024 and held it in 3 quarters. The position peaked at $4.12M in Q3 2024. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

Baldwin Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 5,499 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $239K.
Baldwin Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and held it in 3 quarters.
Baldwin Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.12M in Q3 2024.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.