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

Citizens Financial Group’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	$11.8M	Buy	271,805 +4,392	+2%	+$191K	0.14%	116
2026 Q1	$11.6M	Buy	267,413 +22,770	+9%	+$1M	0.16%	110
2025 Q4	$10.8M	Buy	244,643 +5,872	+2%	+$260K	0.14%	119
2025 Q3	$10.6M	Buy	238,771 +4,522	+2%	+$198K	0.14%	122
2025 Q2	$10.2M	Buy	+234,249	New	+$10.1M	0.16%	115
2024 Q1	–	Sell	-13,932	Closed	-$613K	–	406
2023 Q4	$613K	Buy	+13,932	New	+$588K	0.02%	264
2018 Q4	–	Sell	-1,133	Closed	-$55K	–	520
2018 Q3	$55K	Buy	+1,133	New	+$55.1K	﹤0.01%	315

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Citizens Financial Group's AGGY Position: Q2 2026 in Review

Citizens Financial Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.6% in Q2 2026, buying an estimated $191K and bringing the position to 271,805 shares worth $11.8M. The position accounts for 0.14% of the portfolio, ranked #116.

Citizens Financial Group first reported a position in AGGY in Q3 2018 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Citizens Financial Group held 271,805 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $11.8M as of Q2 2026.
Citizens Financial Group bought 4,392 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $191K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.14% of Citizens Financial Group's portfolio in Q2 2026, its #116 holding.
Citizens Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.