Bank of Montreal
AGGY icon

Bank of Montreal’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bank of Montreal’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
2026
Q2 		$36.4K Buy
+844
New +$36.8K ﹤0.01% 3480
2023
Q3 		– Sell
-77
Closed -$3.32K – 3773
2023
Q2 		$3.32K Sell
77
-39,006
-100% -$1.69M ﹤0.01% 3869
2023
Q1 		$1.71M Buy
+39,083
New +$1.7M ﹤0.01% 1764

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's AGGY Position: Q2 2026 in Review

Bank of Montreal opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 844 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #3480 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in AGGY as recently as Q2 2023.

Bank of Montreal first reported a position in AGGY in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.71M in Q1 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Bank of Montreal held 844 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $36.4K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Bank of Montreal position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3480 holding.
  • Bank of Montreal first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and has held it in 3 quarters since.
  • Bank of Montreal's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.71M in Q1 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.