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

Covestor’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 		$79K Buy
1,917
+31
+2% +$1.32K 0.05% 479
2026
Q2 		$82K Sell
1,886
-205
-10% -$8.93K 0.05% 479
2026
Q1 		$91K Buy
2,091
+408
+24% +$18K 0.06% 336
2025
Q4 		$74K Buy
1,683
+32
+2% +$1.42K 0.04% 727
2025
Q3 		$73K Buy
1,651
+124
+8% +$5.43K 0.04% 727
2025
Q2 		$67K Buy
1,527
+198
+15% +$8.52K 0.04% 770
2025
Q1 		$58K Buy
1,329
+267
+25% +$11.5K 0.04% 782
2024
Q4 		$46K Buy
1,062
+400
+60% +$17.5K 0.03% 886
2024
Q3 		$30K Buy
662
+49
+8% +$2.16K 0.02% 1056
2024
Q2 		$26K Buy
613
+60
+11% +$2.57K 0.02% 1094
2024
Q1 		$24K Buy
553
+56
+11% +$2.43K 0.02% 1150
2023
Q4 		$22K Sell
497
-44
-8% -$1.86K 0.02% 1154
2023
Q3 		$22K Sell
541
-9
-2% -$383 0.02% 1071
2023
Q2 		$24K Sell
550
-110
-17% -$4.78K 0.02% 1047
2023
Q1 		$29K Sell
660
-79
-11% -$3.44K 0.03% 888
2022
Q4 		$32K Buy
739
+18
+2% +$765 0.03% 889
2022
Q3 		$30K Sell
721
-282
-28% -$12.6K 0.03% 889
2022
Q2 		$45K Sell
1,003
-325
-24% -$14.8K 0.04% 770
2022
Q1 		$64K Sell
1,328
-384
-22% -$19K 0.04% 713
2021
Q4 		$89K Buy
+1,712
New +$88.7K 0.12% 215

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Covestor's AGGY Position: Q3 2026 in Review

Covestor increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.6% in Q3 2026, buying an estimated $1.32K and bringing the position to 1,917 shares worth $79K. The position accounts for 0.05% of the portfolio, ranked #479.

Covestor first reported a position in AGGY in Q4 2021 and has held it in 20 quarters since. The position peaked at $91K in Q1 2026. 118 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • Covestor held 1,917 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $79K as of Q3 2026.
  • Covestor bought 31 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $1.32K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.05% of Covestor's portfolio in Q3 2026, its #479 holding.
  • Covestor first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $91K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.