Capstone Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Capstone Financial Advisors’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	$562K	Buy	12,925 +142	+1%	+$6.18K	0.03%	99
2026 Q1	$555K	Sell	12,783 -193	-1%	-$8.5K	0.03%	95
2025 Q4	$572K	Hold	12,976	–	–	0.03%	88
2025 Q3	$574K	Hold	12,976	–	–	0.03%	92
2025 Q2	$566K	Buy	12,976 +21	+0.2%	+$904	0.03%	89
2025 Q1	$563K	Buy	12,955 +147	+1%	+$6.34K	0.04%	86
2024 Q4	$550K	Buy	12,808 +148	+1%	+$6.47K	0.03%	86
2024 Q3	$566K	Buy	12,660 +133	+1%	+$5.87K	0.03%	86
2024 Q2	$538K	Buy	12,527 +133	+1%	+$5.7K	0.04%	83
2024 Q1	$538K	Buy	12,394 +127	+1%	+$5.51K	0.04%	81
2023 Q4	$540K	Buy	+12,267	New	+$517K	0.04%	79
2022 Q3	–	Sell	-6,414	Closed	-$287K	–	141
2022 Q2	$287K	Sell	6,414 -313,649	-98%	-$14.3M	0.02%	102
2022 Q1	$15.3M	Buy	320,063 +171,568	+116%	+$8.48M	1.11%	19
2021 Q4	$7.67M	Buy	+148,495	New	+$7.7M	0.56%	21
2019 Q1	–	Sell	-27,842	Closed	-$1.34M	–	99
2018 Q4	$1.34M	Buy	+27,842	New	+$1.33M	0.27%	31

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

Capstone Financial Advisors's AGGY Position: Q2 2026 in Review

Capstone Financial Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.1% in Q2 2026, buying an estimated $6.18K and bringing the position to 12,925 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #99.

Capstone Financial Advisors first reported a position in AGGY in Q4 2018 and has held it in 15 quarters since. The position peaked at $15.3M in Q1 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Capstone Financial Advisors held 12,925 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $562K as of Q2 2026.
Capstone Financial Advisors bought 142 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $6.18K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #99 holding.
Capstone Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 15 quarters since.
Capstone Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $15.3M in Q1 2022.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.