Continuum Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Continuum Advisory’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	$870	Buy	+20	New	+$871	﹤0.01%	1868
2025 Q2	–	Sell	-20	Closed	-$869	–	447
2025 Q1	$869	Hold	20	–	–	﹤0.01%	1525
2024 Q4	$858	Hold	20	–	–	﹤0.01%	1646
2024 Q3	$866	Hold	20	–	–	﹤0.01%	1656
2024 Q2	$859	Hold	20	–	–	﹤0.01%	1499
2024 Q1	$856	Buy	+20	New	+$868	﹤0.01%	1500
2019 Q2	–	Sell	-5,511	Closed	-$274K	–	135
2019 Q1	$274K	Sell	5,511 -16,205	-75%	-$792K	0.2%	104
2018 Q4	$1.05M	Buy	+21,716	New	+$1.04M	0.77%	38

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

Continuum Advisory's AGGY Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 20 shares worth $870. The stake represents ﹤0.01% of the portfolio and ranks #1868 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in AGGY as recently as Q1 2025.

Continuum Advisory first reported a position in AGGY in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2018. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Continuum Advisory held 20 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $870 as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Continuum Advisory position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1868 holding.
Continuum Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 8 quarters since.
Continuum Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.05M in Q4 2018.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.