Beacon Financial Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Beacon Financial Advisory’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	$514K	Sell	11,831 -532	-4%	-$23.2K	0.1%	241
2026 Q1	$537K	Sell	12,363 -1,368	-10%	-$60.2K	0.12%	214
2025 Q4	$605K	Sell	13,731 -2,207	-14%	-$97.8K	0.14%	184
2025 Q3	$706K	Sell	15,938 -3,221	-17%	-$141K	0.16%	159
2025 Q2	$836K	Sell	19,159 -6,202	-24%	-$267K	0.22%	130
2025 Q1	$1.1M	Buy	25,361 +6,989	+38%	+$302K	0.33%	83
2024 Q4	$789K	Buy	18,372 +5,607	+44%	+$245K	0.26%	107
2024 Q3	$571K	Buy	12,765 +5,290	+71%	+$234K	0.19%	141
2024 Q2	$321K	Buy	+7,475	New	+$320K	0.12%	204

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Financial Advisory's AGGY Position: Q2 2026 in Review

Beacon Financial Advisory reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.3% in Q2 2026, selling an estimated $23.2K and leaving 11,831 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #241.

Beacon Financial Advisory first reported a position in AGGY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Beacon Financial Advisory held 11,831 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $514K as of Q2 2026.
Beacon Financial Advisory sold 532 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $23.2K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.1% of Beacon Financial Advisory's portfolio in Q2 2026, its #241 holding.
Beacon Financial Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.1M in Q1 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.