Corient Private Wealth
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Corient Private Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Corient Private Wealth’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 		$1.27M Buy
+29,137
New +$1.27M ﹤0.01% 1667
2026
Q1 		– Sell
-31,612
Closed -$1.4M – 2839
2025
Q4 		$1.4M Sell
31,612
-944
-3% -$41.8K ﹤0.01% 1336
2025
Q3 		$1.44M Sell
32,556
-865
-3% -$37.9K ﹤0.01% 1242
2025
Q2 		$1.46M Buy
33,421
+644
+2% +$27.7K ﹤0.01% 1183
2025
Q1 		$1.42M Sell
32,777
-1,606
-5% -$69.3K ﹤0.01% 1118
2024
Q4 		$1.48M Buy
34,383
+649
+2% +$28.4K ﹤0.01% 1127
2024
Q3 		$1.51M Sell
33,734
-12,785
-27% -$565K ﹤0.01% 1225
2024
Q2 		$2M Buy
46,519
+1,107
+2% +$47.4K ﹤0.01% 1017
2024
Q1 		$1.97M Buy
45,412
+2,326
+5% +$101K ﹤0.01% 1025
2023
Q4 		$1.9M Sell
43,086
-5,111
-11% -$216K ﹤0.01% 1025
2023
Q3 		$2M Sell
48,197
-28,217
-37% -$1.2M ﹤0.01% 920
2023
Q2 		$3.29M Sell
76,414
-6,333
-8% -$275K 0.01% 749
2023
Q1 		$3.62M Buy
82,747
+4,682
+6% +$204K 0.01% 676
2022
Q4 		$3.33M Buy
+78,065
New +$3.32M 0.01% 584

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

Corient Private Wealth's AGGY Position: Q2 2026 in Review

Corient Private Wealth opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 29,137 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in AGGY as recently as Q4 2025.

Corient Private Wealth first reported a position in AGGY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.62M in Q1 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Corient Private Wealth held 29,137 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.27M as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Corient Private Wealth position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1667 holding.
  • Corient Private Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.62M in Q1 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.