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

Centaurus Financial’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 		$253K Buy
5,814
+452
+8% +$19.7K 0.01% 809
2026
Q1 		$233K Buy
5,362
+38
+0.7% +$1.67K 0.01% 770
2025
Q4 		$235K Buy
5,324
+364
+7% +$16.1K 0.01% 748
2025
Q3 		$220K Buy
4,960
+55
+1% +$2.41K 0.01% 765
2025
Q2 		$214K Buy
+4,905
New +$211K 0.01% 699
2020
Q4 		– Sell
-2,020
Closed -$109K – 773
2020
Q3 		$109K Sell
2,020
-1,607
-44% -$87K 0.02% 601
2020
Q2 		$195K Sell
3,627
-55
-1% -$2.92K 0.03% 428
2020
Q1 		$190K Sell
3,682
-520
-12% -$27.2K 0.04% 349
2019
Q4 		$220K Sell
4,202
-211
-5% -$11K 0.03% 434
2019
Q3 		$231K Sell
4,413
-737
-14% -$38.3K 0.04% 390
2019
Q2 		$264K Hold
5,150
– – 0.04% 377
2019
Q1 		$257K Sell
5,150
-28,850
-85% -$1.41M 0.04% 359
2018
Q4 		$1.63M Sell
34,000
-11,000
-24% -$525K 0.36% 74
2018
Q3 		$2.2M Buy
45,000
+3,428
+8% +$167K 0.4% 67
2018
Q2 		$2.02M Buy
41,572
+10,000
+32% +$487K 0.28% 88
2018
Q1 		$1.56M Buy
+31,572
New +$1.57M 0.37% 72

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centaurus Financial's AGGY Position: Q2 2026 in Review

Centaurus Financial increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 5,814 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #809.

Centaurus Financial first reported a position in AGGY in Q1 2018 and has held it in 16 quarters since. The position peaked at $2.2M in Q3 2018. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Centaurus Financial held 5,814 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $253K as of Q2 2026.
  • Centaurus Financial bought 452 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $19.7K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #809 holding.
  • Centaurus Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2018 and has held it in 16 quarters since.
  • Centaurus Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.2M in Q3 2018.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.