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Creative Financial Designs’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Creative Financial Designs’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 		$283K Buy
6,506
+237
+4% +$10.3K 0.01% 534
2026
Q1 		$272K Buy
6,269
+211
+3% +$9.29K 0.02% 454
2025
Q4 		$267K Sell
6,058
-42
-0.7% -$1.86K 0.02% 419
2025
Q3 		$270K Buy
6,100
+35
+0.6% +$1.53K 0.02% 421
2025
Q2 		$265K Sell
6,065
-573
-9% -$24.7K 0.02% 431
2025
Q1 		$288K Sell
6,638
-1,325
-17% -$57.2K 0.02% 371
2024
Q4 		$342K Buy
7,963
+903
+13% +$39.5K 0.03% 343
2024
Q3 		$316K Sell
7,060
-597
-8% -$26.4K 0.03% 360
2024
Q2 		$329K Sell
7,657
-450
-6% -$19.3K 0.03% 337
2024
Q1 		$352K Buy
8,107
+1,704
+27% +$74K 0.03% 313
2023
Q4 		$282K Buy
6,403
+578
+10% +$24.4K 0.03% 320
2023
Q3 		$242K Buy
5,825
+1,730
+42% +$73.5K 0.03% 304
2023
Q2 		$176K Buy
4,095
+2,656
+185% +$115K 0.02% 364
2023
Q1 		$62.9K Buy
1,439
+31
+2% +$1.35K 0.01% 549
2022
Q4 		$60.1K Buy
1,408
+1,259
+845% +$53.5K 0.01% 541
2022
Q3 		$6K Hold
149
– – ﹤0.01% 984
2022
Q2 		$7K Sell
149
-183
-55% -$8.32K ﹤0.01% 926
2022
Q1 		$16K Buy
+332
New +$16.4K ﹤0.01% 804
2021
Q4 		– Sell
-350
Closed -$18K – 1196
2021
Q3 		$18K Sell
350
-100
-22% -$5.26K ﹤0.01% 884
2021
Q2 		$23K Hold
450
– – ﹤0.01% 809
2021
Q1 		$23K Sell
450
-469
-51% -$24.6K ﹤0.01% 743
2020
Q4 		$49K Buy
919
+110
+14% +$5.9K 0.01% 514
2020
Q3 		$44K Sell
809
-1,330
-62% -$72K 0.01% 485
2020
Q2 		$115K Hold
2,139
– – 0.03% 262
2020
Q1 		$110K Buy
2,139
+1,889
+756% +$98.9K 0.06% 165
2019
Q4 		$13K Sell
250
-260
-51% -$13.6K 0.01% 369
2019
Q3 		$27K Buy
510
+260
+104% +$13.5K 0.01% 298
2019
Q2 		$13K Hold
250
– – 0.01% 375
2019
Q1 		$12K Hold
250
– – 0.01% 366
2018
Q4 		$12K Hold
250
– – 0.01% 339
2018
Q3 		$12K Hold
250
– – 0.01% 404
2018
Q2 		$12K Buy
+250
New +$12.2K 0.01% 435

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

Creative Financial Designs's AGGY Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 6,506 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #534.

Creative Financial Designs first reported a position in AGGY in Q2 2018 and has held it in 32 quarters since. The position peaked at $352K in Q1 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Creative Financial Designs held 6,506 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $283K as of Q2 2026.
  • Creative Financial Designs bought 237 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $10.3K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #534 holding.
  • Creative Financial Designs first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2018 and has held it in 32 quarters since.
  • Creative Financial Designs's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $352K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.