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 $1.55T 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

Citadel Advisors's AGGY Position: Q2 2026 in Review

Citadel Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 78% in Q2 2026, selling an estimated $2.38M and leaving 15,219 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #9208.

Citadel Advisors first reported a position in AGGY in Q1 2016 and has held it in 33 quarters since. The position peaked at $39.7M in Q1 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Citadel Advisors held 15,219 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $662K as of Q2 2026.
  • Citadel Advisors sold 54,654 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.38M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #9208 holding.
  • Citadel Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 33 quarters since.
  • Citadel Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $39.7M in Q1 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

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