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
Q1 		– Sell
-63,224
Closed -$2.79M – 2840
2025
Q4 		$2.79M Buy
63,224
+30,668
+94% +$1.36M ﹤0.01% 1351
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Corient Private Wealth's AGGY Position: Q1 2026 in Review

Corient Private Wealth sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 63,224 shares — an estimated $2.79M sold.

Corient Private Wealth first reported a position in AGGY in Q4 2022 and held it in 13 quarters. The position peaked at $3.62M in Q1 2023. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Corient Private Wealth reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 63,224 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.79M.
  • Corient Private Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and held it in 13 quarters.
  • Corient Private Wealth's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.62M in Q1 2023.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.