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

Barnes Wealth Management Group’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 		$603K Sell
13,878
-6,089
-30% -$265K 0.28% 92
2026
Q1 		$868K Buy
19,967
+127
+0.6% +$5.59K 0.44% 61
2025
Q4 		$874K Buy
19,840
+430
+2% +$19.1K 0.47% 53
2025
Q3 		$859K Buy
19,410
+1,332
+7% +$58.3K 0.47% 55
2025
Q2 		$789K Buy
18,078
+262
+1% +$11.3K 0.47% 57
2025
Q1 		$774K Buy
17,816
+1,357
+8% +$58.6K 0.5% 53
2024
Q4 		$706K Buy
+16,459
New +$719K 0.47% 53

Other funds holding AGGY

GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Barnes Wealth Management Group's AGGY Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 30% in Q2 2026, selling an estimated $265K and leaving 13,878 shares worth $603K. The position accounts for 0.28% of the portfolio, ranked #92.

Barnes Wealth Management Group first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q4 2025. 48 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Barnes Wealth Management Group held 13,878 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $603K as of Q2 2026.
  • Barnes Wealth Management Group sold 6,089 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $265K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.28% of Barnes Wealth Management Group's portfolio in Q2 2026, its #92 holding.
  • Barnes Wealth Management Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $874K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.