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

Citadel 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
2025
Q1 		– Sell
-9,300
Closed -$399K – 14390
2024
Q4 		$399K Buy
+9,300
New +$406K ﹤0.01% 9059
2023
Q3 		– Sell
-1,000
Closed -$43.1K – 14218
2023
Q2 		$43.1K Buy
+1,000
New +$43.5K ﹤0.01% 11981

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
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 $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

Citadel Advisors's AGGY Position: Q1 2026 in Review

Citadel Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1,221% in Q1 2026, buying an estimated $2.84M and bringing the position to 69,873 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #5243.

Citadel Advisors first reported a position in AGGY in Q1 2016 and has held it in 32 quarters since. The position peaked at $39.7M in Q1 2020. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Citadel Advisors held 69,873 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.04M as of Q1 2026.
  • Citadel Advisors bought 64,582 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.84M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5243 holding.
  • Citadel Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 32 quarters since.
  • Citadel Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $39.7M in Q1 2020.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.