Comerica Bank’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Comerica Bank’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 Q4	$81.4K	Hold	1,847	–	–	﹤0.01%	2687
2025 Q3	$81.8K	Buy	1,847 +844	+84%	+$37K	﹤0.01%	2690
2025 Q2	$43.8K	Hold	1,003	–	–	﹤0.01%	2840
2025 Q1	$43.6K	Sell	1,003 -3,243	-76%	-$140K	﹤0.01%	2821
2024 Q4	$182K	Buy	4,246 +240	+6%	+$10.5K	﹤0.01%	2357
2024 Q3	$179K	Hold	4,006	–	–	﹤0.01%	2345
2024 Q2	$172K	Buy	4,006 +280	+8%	+$12K	﹤0.01%	2322
2024 Q1	$162K	Buy	3,726 +763	+26%	+$33.1K	﹤0.01%	2385
2023 Q4	$130K	Hold	2,963	–	–	﹤0.01%	2409
2023 Q3	$123K	Buy	+2,963	New	+$126K	﹤0.01%	2404

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Comerica Bank's AGGY Position: Q4 2025 in Review

Comerica Bank held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q4 2025 at 1,847 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Comerica Bank first reported a position in AGGY in Q3 2023 and has held it in 10 quarters since. The position peaked at $182K in Q4 2024. 169 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

Comerica Bank held 1,847 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $81.4K as of Q4 2025.
Comerica Bank left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q4 2025.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2687 holding.
Comerica Bank first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $182K in Q4 2024.
169 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.