Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Carson Wealth (CWM 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 		$55.9M Buy
1,286,071
+48,803
+4% +$2.15M 0.15% 146
2025
Q4 		$54.5M Buy
1,237,268
+20,954
+2% +$928K 0.15% 133
2025
Q3 		$53.8M Buy
1,216,314
+35,958
+3% +$1.57M 0.16% 123
2025
Q2 		$51.5M Sell
1,180,356
-2,481
-0.2% -$107K 0.18% 109
2025
Q1 		$51.4M Buy
1,182,837
+3,494
+0.3% +$151K 0.2% 101
2024
Q4 		$50.6M Buy
1,179,343
+45,095
+4% +$1.97M 0.21% 93
2024
Q3 		$50.7M Buy
1,134,248
+3,420
+0.3% +$151K 0.22% 92
2024
Q2 		$48.6M Sell
1,130,828
-31,980
-3% -$1.37M 0.23% 86
2024
Q1 		$50.5M Buy
1,162,808
+25,608
+2% +$1.11M 0.25% 79
2023
Q4 		$50.1M Buy
1,137,200
+10,099
+0.9% +$426K 0.27% 75
2023
Q3 		$46.8M Buy
1,127,101
+46,642
+4% +$1.98M 0.29% 69
2023
Q2 		$46.6M Buy
1,080,459
+33,231
+3% +$1.44M 0.29% 68
2023
Q1 		$45.8M Buy
1,047,228
+145,048
+16% +$6.31M 0.31% 62
2022
Q4 		$38.5M Buy
902,180
+88,900
+11% +$3.78M 0.28% 72
2022
Q3 		$34.3M Buy
813,280
+143,867
+21% +$6.42M 0.27% 68
2022
Q2 		$29.9M Buy
669,413
+94,992
+17% +$4.32M 0.23% 89
2022
Q1 		$27.5M Buy
574,421
+87,018
+18% +$4.3M 0.2% 101
2021
Q4 		$25.2M Buy
+487,403
New +$25.3M 0.18% 115
2021
Q2 		$18.6M Hold
355,428
– – 0.15% 142
2021
Q1 		$18.6M Hold
355,428
– – 0.15% 142
2020
Q4 		$18.6M Hold
355,428
– – 0.15% 142
2020
Q3 		$18.6M Hold
355,428
– – 0.15% 142
2020
Q2 		$18.6M Hold
355,428
– – 0.15% 142
2020
Q1 		$18.6M Hold
355,428
– – 0.15% 142
2019
Q4 		$18.6M Hold
355,428
– – 0.15% 142
2019
Q3 		$18.6M Hold
355,428
– – 0.15% 142
2019
Q2 		$18.6M Hold
355,428
– – 0.15% 142
2019
Q1 		$18.6M Buy
+355,428
New +$17.4M 0.15% 142

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 $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGGY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.9% in Q1 2026, buying an estimated $2.15M and bringing the position to 1,286,071 shares worth $55.9M. The position accounts for 0.15% of the portfolio, ranked #146.

Carson Wealth (CWM LLC) first reported a position in AGGY in Q1 2019 and has held it in 28 quarters since. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,286,071 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $55.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 48,803 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.15M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.15% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #146 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and has held it in 28 quarters since.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.