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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return