Commonwealth Equity Services
AGGY icon

Commonwealth Equity Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Commonwealth Equity Services’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 		$227K Buy
+5,216
New +$227K ﹤0.01% 4027
2026
Q1 		– Sell
-6,354
Closed -$280K – 4304
2025
Q4 		$280K Sell
6,354
-164,507
-96% -$7.29M ﹤0.01% 3704
2025
Q3 		$7.56M Buy
170,861
+17,578
+11% +$770K 0.01% 1080
2025
Q2 		$6.69M Buy
153,283
+13,924
+10% +$599K 0.01% 1120
2025
Q1 		$6.05M Buy
139,359
+48,316
+53% +$2.09M 0.01% 1166
2024
Q4 		$3.91M Buy
91,043
+66,270
+268% +$2.9M 0.01% 1397
2024
Q3 		$1.11M Buy
24,773
+14,130
+133% +$624K ﹤0.01% 2265
2024
Q2 		$457K Buy
10,643
+1,399
+15% +$59.9K ﹤0.01% 2906
2024
Q1 		$401K Sell
9,244
-167
-2% -$7.25K ﹤0.01% 3013
2023
Q4 		$414K Buy
9,411
+1,934
+26% +$81.6K ﹤0.01% 2889
2023
Q3 		$310K Buy
7,477
+1,388
+23% +$59K ﹤0.01% 3006
2023
Q2 		$262K Sell
6,089
-570
-9% -$24.8K ﹤0.01% 3164
2023
Q1 		$290K Sell
6,659
-3,531
-35% -$154K ﹤0.01% 2997
2022
Q4 		$434K Sell
10,190
-847
-8% -$36K ﹤0.01% 2586
2022
Q3 		$465K Buy
+11,037
New +$493K ﹤0.01% 2460
2022
Q2 		– Sell
-7,596
Closed -$363K – 3666
2022
Q1 		$363K Sell
7,596
-2,242
-23% -$111K ﹤0.01% 2798
2021
Q4 		$508K Buy
9,838
+71
+0.7% +$3.68K ﹤0.01% 2504
2021
Q3 		$507K Buy
9,767
+1,002
+11% +$52.7K ﹤0.01% 2465
2021
Q2 		$457K Sell
8,765
-2,074
-19% -$107K ﹤0.01% 2537
2021
Q1 		$554K Sell
10,839
-1,274
-11% -$66.8K ﹤0.01% 2250
2020
Q4 		$650K Buy
12,113
+4,421
+57% +$237K ﹤0.01% 1958
2020
Q3 		$414K Buy
7,692
+3,796
+97% +$206K ﹤0.01% 2100
2020
Q2 		$209K Hold
3,896
– – ﹤0.01% 2556
2020
Q1 		$201K Buy
+3,896
New +$204K ﹤0.01% 2392
2018
Q2 		– Sell
-5,665
Closed -$279K – 2766
2018
Q1 		$279K Buy
5,665
+155
+3% +$7.69K ﹤0.01% 2120
2017
Q4 		$279K Buy
+5,510
New +$279K ﹤0.01% 2089

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

Commonwealth Equity Services's AGGY Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 5,216 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #4027 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in AGGY as recently as Q4 2025.

Commonwealth Equity Services first reported a position in AGGY in Q4 2017 and has held it in 26 quarters since. The position peaked at $7.56M in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Commonwealth Equity Services held 5,216 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $227K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Commonwealth Equity Services position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4027 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and has held it in 26 quarters since.
  • Commonwealth Equity Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.56M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.