CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2026 Q2	$2.25M	Buy	51,718 +279	+0.5%	+$12.2K	0.03%	146
2026 Q1	$2.24M	Buy	51,439 +1,079	+2%	+$47.5K	0.03%	140
2025 Q4	$2.22M	Hold	50,360	–	–	0.03%	127
2025 Q3	$2.23M	Buy	50,360 +4,138	+9%	+$181K	0.04%	124
2025 Q2	$2.02M	Buy	46,222 +12,142	+36%	+$523K	0.03%	127
2025 Q1	$1.48M	Sell	34,080 -9,468	-22%	-$409K	0.03%	138
2024 Q4	$1.87M	Buy	43,548 +728	+2%	+$31.8K	0.04%	117
2024 Q3	$1.91M	Buy	42,820 +6,604	+18%	+$292K	0.04%	118
2024 Q2	$1.56M	Buy	36,216 +652	+2%	+$27.9K	0.03%	122
2024 Q1	$1.54M	Sell	35,564 -44,524	-56%	-$1.93M	0.04%	114
2023 Q4	$3.53M	Buy	80,088 +61,647	+334%	+$2.6M	0.09%	78
2023 Q3	$765K	Buy	+18,441	New	+$784K	0.02%	138

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

CLA (CliftonLarsonAllen) Wealth Advisors's AGGY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.54% in Q2 2026, buying an estimated $12.2K and bringing the position to 51,718 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #146.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AGGY in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.53M in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 51,718 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.25M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 279 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $12.2K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #146 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 12 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.53M in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.