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Capital Analysts LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Capital Analysts LLC’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 		– Sell
-284
Closed -$13K – 1539
2025
Q4 		$13K Buy
284
+3
+1% +$133 ﹤0.01% 1185
2025
Q3 		$12K Buy
281
+3
+1% +$131 ﹤0.01% 1162
2025
Q2 		$12K Buy
278
+3
+1% +$129 ﹤0.01% 1104
2025
Q1 		$12K Buy
275
+3
+1% +$129 ﹤0.01% 1089
2024
Q4 		$12K Buy
272
+3
+1% +$131 ﹤0.01% 1028
2024
Q3 		$12K Buy
269
+3
+1% +$132 ﹤0.01% 989
2024
Q2 		$11K Buy
266
+3
+1% +$128 ﹤0.01% 942
2024
Q1 		$11K Sell
263
-70
-21% -$3.04K ﹤0.01% 909
2023
Q4 		$15K Sell
333
-95
-22% -$4.01K ﹤0.01% 845
2023
Q3 		$18K Sell
428
-444
-51% -$18.9K ﹤0.01% 782
2023
Q2 		$38K Sell
872
-58
-6% -$2.52K ﹤0.01% 631
2023
Q1 		$41K Sell
930
-40
-4% -$1.74K ﹤0.01% 624
2022
Q4 		$41K Sell
970
-1,468
-60% -$62.4K ﹤0.01% 653
2022
Q3 		$103K Buy
2,438
+18
+0.7% +$804 0.01% 438
2022
Q2 		$108K Buy
2,420
+14
+0.6% +$637 0.01% 419
2022
Q1 		$115K Buy
2,406
+11
+0.5% +$544 0.01% 410
2021
Q4 		$124K Sell
2,395
-193
-7% -$10K 0.01% 413
2021
Q3 		$134K Sell
2,588
-685
-21% -$36K 0.01% 395
2021
Q2 		$171K Sell
3,273
-371
-10% -$19.2K 0.01% 357
2021
Q1 		$187K Buy
+3,644
New +$191K 0.01% 351

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Capital Analysts LLC's AGGY Position: Q1 2026 in Review

Capital Analysts LLC sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 284 shares — an estimated $13K sold.

Capital Analysts LLC first reported a position in AGGY in Q1 2021 and held it in 20 quarters. The position peaked at $187K in Q1 2021. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Capital Analysts LLC reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 284 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $13K.
  • Capital Analysts LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and held it in 20 quarters.
  • Capital Analysts LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $187K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.