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

CoreCap 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
Q3 		$262K Buy
6,365
+27
+0.4% +$1.15K 0.01% 758
2026
Q2 		$276K Sell
6,338
-756
-11% -$32.9K 0.01% 737
2026
Q1 		$308K Sell
7,094
-348
-5% -$15.3K 0.01% 646
2025
Q4 		$328K Hold
7,442
– – 0.01% 630
2025
Q3 		$329K Sell
7,442
-215
-3% -$9.41K 0.01% 649
2025
Q2 		$334K Buy
7,657
+11
+0.1% +$474 0.01% 595
2025
Q1 		$332K Sell
7,646
-68
-0.9% -$2.94K 0.01% 552
2024
Q4 		$331K Buy
7,714
+2,386
+45% +$104K 0.02% 566
2024
Q3 		$238K Sell
5,328
-2,117
-28% -$93.5K 0.01% 628
2024
Q2 		$320K Sell
7,445
-467
-6% -$20K 0.03% 293
2024
Q1 		$343K Buy
7,912
+2,138
+37% +$92.8K 0.02% 479
2023
Q4 		$254K Sell
5,774
-56
-1% -$2.36K 0.02% 503
2023
Q3 		$242K Sell
5,830
-29
-0.5% -$1.23K 0.02% 463
2023
Q2 		$252K Buy
+5,859
New +$255K 0.02% 484
2022
Q4 		$253K Sell
5,932
-2,711
-31% -$115K 0.02% 478
2022
Q3 		$365K Sell
8,643
-1,633
-16% -$72.9K 0.03% 380
2022
Q2 		$459K Sell
10,276
-3,140
-23% -$143K 0.04% 339
2022
Q1 		$642K Sell
13,416
-558
-4% -$27.6K 0.04% 295
2021
Q4 		$722K Buy
+13,974
New +$724K 0.05% 291

Other funds holding AGGY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

CoreCap Advisors's AGGY Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.43% in Q3 2026, buying an estimated $1.15K and bringing the position to 6,365 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #758.

CoreCap Advisors first reported a position in AGGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $722K in Q4 2021. 5 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • CoreCap Advisors held 6,365 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $262K as of Q3 2026.
  • CoreCap Advisors bought 27 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $1.15K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #758 holding.
  • CoreCap Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $722K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.