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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
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

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

CoreCap Advisors's AGGY Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 11% in Q2 2026, selling an estimated $32.9K and leaving 6,338 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #737.

CoreCap Advisors first reported a position in AGGY in Q4 2021 and has held it in 18 quarters since. The position peaked at $722K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • CoreCap Advisors held 6,338 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $276K as of Q2 2026.
  • CoreCap Advisors sold 756 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $32.9K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #737 holding.
  • CoreCap Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $722K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.