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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PWMG

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

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Continuum Advisory's AGGY Position: Q2 2025 in Review

Continuum Advisory sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 20 shares — an estimated $869 sold.

Continuum Advisory first reported a position in AGGY in Q4 2018 and held it in 7 quarters. The position peaked at $1.05M in Q4 2018. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

Continuum Advisory reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 20 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $869.
Continuum Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 7 quarters.
Continuum Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.05M in Q4 2018.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.