Cetera Investment Advisers
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Cetera Investment Advisers’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Cetera Investment Advisers’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 		$9.03M Sell
207,623
-1,774
-0.8% -$77.3K 0.01% 1223
2026
Q1 		$9.1M Buy
209,397
+57,867
+38% +$2.55M 0.01% 1121
2025
Q4 		$6.67M Buy
151,530
+50,396
+50% +$2.23M 0.01% 1275
2025
Q3 		$4.48M Buy
101,134
+5,493
+6% +$241K 0.01% 1483
2025
Q2 		$4.17M Sell
95,641
-10,237
-10% -$441K 0.01% 1313
2025
Q1 		$4.6M Buy
105,878
+44,041
+71% +$1.9M 0.01% 1173
2024
Q4 		$2.65M Buy
61,837
+6,027
+11% +$263K 0.01% 1442
2024
Q3 		$2.5M Buy
55,810
+12,867
+30% +$568K 0.01% 1465
2024
Q2 		$1.84M Buy
42,943
+777
+2% +$33.3K ﹤0.01% 1634
2024
Q1 		$1.83M Buy
42,166
+32,288
+327% +$1.4M ﹤0.01% 1619
2023
Q4 		$435K Sell
9,878
-3,138
-24% -$132K ﹤0.01% 1560
2023
Q3 		$540K Buy
13,016
+990
+8% +$42.1K ﹤0.01% 1375
2023
Q2 		$518K Buy
12,026
+2,189
+22% +$95.1K ﹤0.01% 1431
2023
Q1 		$430K Buy
9,837
+572
+6% +$24.9K ﹤0.01% 1513
2022
Q4 		$395K Buy
9,265
+2,844
+44% +$121K ﹤0.01% 1510
2022
Q3 		$271K Buy
6,421
+969
+18% +$43.3K 0.01% 1339
2022
Q2 		$244K Sell
5,452
-2,515
-32% -$114K ﹤0.01% 1551
2022
Q1 		$381K Sell
7,967
-3,285
-29% -$162K 0.01% 1351
2021
Q4 		$582K Sell
11,252
-371
-3% -$19.2K 0.01% 1099
2021
Q3 		$603K Buy
11,623
+778
+7% +$40.9K 0.01% 1031
2021
Q2 		$566K Buy
10,845
+2,887
+36% +$150K 0.01% 1052
2021
Q1 		$407K Sell
7,958
-3,582
-31% -$188K 0.01% 1091
2020
Q4 		$620K Buy
+11,540
New +$619K 0.01% 867

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

Cetera Investment Advisers's AGGY Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.85% in Q2 2026, selling an estimated $77.3K and leaving 207,623 shares worth $9.03M. The position accounts for 0.01% of the portfolio, ranked #1223.

Cetera Investment Advisers first reported a position in AGGY in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.1M in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Cetera Investment Advisers held 207,623 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $9.03M as of Q2 2026.
  • Cetera Investment Advisers sold 1,774 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $77.3K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1223 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.1M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.