Creative Planning’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $744K | Buy |
17,116
+16
| +0.1% | +$705 | ﹤0.01% | 2706 |
|
|
2025
Q4 | $753K | Buy |
17,100
+118
| +0.7% | +$5.23K | ﹤0.01% | 2501 |
|
|
2025
Q3 | $752K | Buy |
16,982
+6,630
| +64% | +$290K | ﹤0.01% | 2382 |
|
|
2025
Q2 | $452K | Sell |
10,352
-3,411
| -25% | -$147K | ﹤0.01% | 2554 |
|
|
2025
Q1 | $598K | Sell |
13,763
-3,490
| -20% | -$151K | ﹤0.01% | 2130 |
|
|
2024
Q4 | $740K | Buy |
17,253
+1,832
| +12% | +$80K | ﹤0.01% | 1886 |
|
|
2024
Q3 | $689K | Sell |
15,421
-18
| -0.1% | -$795 | ﹤0.01% | 1829 |
|
|
2024
Q2 | $663K | Buy |
15,439
+1,496
| +11% | +$64.1K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $605K | Sell |
13,943
-2,399
| -15% | -$104K | ﹤0.01% | 1707 |
|
|
2023
Q4 | $719K | Buy |
16,342
+480
| +3% | +$20.2K | ﹤0.01% | 1452 |
|
|
2023
Q3 | $658K | Sell |
15,862
-17,111
| -52% | -$727K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $1.42M | Sell |
32,973
-10,652
| -24% | -$463K | ﹤0.01% | 965 |
|
|
2023
Q1 | $1.91M | Sell |
43,625
-44,483
| -50% | -$1.94M | ﹤0.01% | 791 |
|
|
2022
Q4 | $3.76M | Sell |
88,108
-95,000
| -52% | -$4.04M | 0.01% | 546 |
|
|
2022
Q3 | $7.73M | Sell |
183,108
-45,329
| -20% | -$2.02M | 0.01% | 352 |
|
|
2022
Q2 | $10.2M | Sell |
228,437
-104,366
| -31% | -$4.75M | 0.02% | 315 |
|
|
2022
Q1 | $15.9M | Sell |
332,803
-75,098
| -18% | -$3.71M | 0.02% | 245 |
|
|
2021
Q4 | $21.1M | Buy |
407,901
+399,900
| +4,998% | +$20.7M | 0.03% | 179 |
|
|
2021
Q3 | $415K | Buy |
+8,001
| New | +$421K | ﹤0.01% | 1394 |
|
|
2021
Q2 | – | Sell |
-10,923
| Closed | -$559K | – | 2066 |
|
|
2021
Q1 | $559K | Sell |
10,923
-442
| -4% | -$23.2K | ﹤0.01% | 1365 |
|
|
2020
Q4 | $610K | Sell |
11,365
-2,650
| -19% | -$142K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $754K | Sell |
14,015
-2,807
| -17% | -$152K | ﹤0.01% | 923 |
|
|
2020
Q2 | $905K | Sell |
16,822
-1,268
| -7% | -$67.4K | ﹤0.01% | 775 |
|
|
2020
Q1 | $934K | Sell |
18,090
-5,949
| -25% | -$312K | ﹤0.01% | 678 |
|
|
2019
Q4 | $1.26M | Buy |
24,039
+4,216
| +21% | +$220K | ﹤0.01% | 686 |
|
|
2019
Q3 | $1.04M | Sell |
19,823
-1,309
| -6% | -$68K | ﹤0.01% | 741 |
|
|
2019
Q2 | $1.08M | Buy |
21,132
+7
| +0% | +$351 | ﹤0.01% | 732 |
|
|
2019
Q1 | $1.05M | Sell |
21,125
-8,382
| -28% | -$410K | ﹤0.01% | 716 |
|
|
2018
Q4 | $1.42M | Buy |
29,507
+9,433
| +47% | +$450K | 0.01% | 522 |
|
|
2018
Q3 | $971K | Sell |
20,074
-444
| -2% | -$21.6K | ﹤0.01% | 777 |
|
|
2018
Q2 | $994K | Buy |
20,518
+1,112
| +6% | +$54.1K | ﹤0.01% | 751 |
|
|
2018
Q1 | $957K | Buy |
19,406
+1,844
| +10% | +$91.4K | ﹤0.01% | 768 |
|
|
2017
Q4 | $891K | Buy |
17,562
+7,820
| +80% | +$396K | ﹤0.01% | 797 |
|
|
2017
Q3 | $494K | Buy |
+9,742
| New | +$494K | ﹤0.01% | 1065 |
|
Other funds holding AGGY
PWMG
PCIA
SC
WIM
Creative Planning's AGGY Position: Q1 2026 in Review
Creative Planning increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.09% in Q1 2026, buying an estimated $705 and bringing the position to 17,116 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.
Creative Planning first reported a position in AGGY in Q3 2017 and has held it in 34 quarters since. The position peaked at $21.1M in Q4 2021. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.
- Creative Planning held 17,116 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $744K as of Q1 2026.
- Creative Planning bought 16 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $705.
- WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2706 holding.
- Creative Planning first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2017 and has held it in 34 quarters since.
- Creative Planning's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $21.1M in Q4 2021.
- 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.