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Capital A Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$12.6K Buy
+286
New +$12.3K 0.14% 178

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 $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Capital A Wealth Management's AGGY Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025: 286 shares worth $12.6K. The stake represents 0.14% of the portfolio and ranks #178 among its holdings.

164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Capital A Wealth Management held 286 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $12.6K as of Q2 2025.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Capital A Wealth Management position in Q2 2025.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.14% of Capital A Wealth Management's portfolio in Q2 2025, its #178 holding.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.