Broussard Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Broussard Financial 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	$7.82M	Sell	179,767 -3,866	-2%	-$168K	6.26%	6
2026 Q1	$7.98M	Buy	183,633 +12,512	+7%	+$551K	6.38%	6
2025 Q4	$7.54M	Buy	+171,121	New	+$7.58M	6.11%	7

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 $103B AUM 28.65% 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

Broussard Financial Group's AGGY Position: Q2 2026 in Review

Broussard Financial Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2.1% in Q2 2026, selling an estimated $168K and leaving 179,767 shares worth $7.82M. The position accounts for 6.26% of the portfolio, ranked #6.

Broussard Financial Group first reported a position in AGGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.98M in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Broussard Financial Group held 179,767 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $7.82M as of Q2 2026.
Broussard Financial Group sold 3,866 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $168K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 6.26% of Broussard Financial Group's portfolio in Q2 2026, its #6 holding.
Broussard Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
Broussard Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.98M in Q1 2026.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Broussard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.