Concurrent Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Concurrent Investment 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	$1.55M	Sell	35,680 -12,021	-25%	-$524K	0.01%	805
2026 Q1	$2.07M	Buy	47,701 +7,598	+19%	+$335K	0.02%	603
2025 Q4	$1.77M	Sell	40,103 -3,648	-8%	-$162K	0.02%	615
2025 Q3	$1.94M	Sell	43,751 -6,757	-13%	-$296K	0.03%	478
2025 Q2	$2.2M	Buy	50,508 +9,984	+25%	+$430K	0.04%	407
2025 Q1	$1.76M	Buy	+40,524	New	+$1.75M	0.04%	393

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

Concurrent Investment Advisors's AGGY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 25% in Q2 2026, selling an estimated $524K and leaving 35,680 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #805.

Concurrent Investment Advisors first reported a position in AGGY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q2 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Concurrent Investment Advisors held 35,680 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.55M as of Q2 2026.
Concurrent Investment Advisors sold 12,021 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $524K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #805 holding.
Concurrent Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.2M in Q2 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.