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CVA Family Office’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

CVA Family Office’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 		$343K Hold
7,895
– – 0.03% 245
2026
Q1 		$343K Hold
7,895
– – 0.04% 223
2025
Q4 		$348K Hold
7,895
– – 0.04% 218
2025
Q3 		$350K Hold
7,895
– – 0.05% 212
2025
Q2 		$344K Hold
7,895
– – 0.05% 211
2025
Q1 		$343K Hold
7,895
– – 0.05% 201
2024
Q4 		$339K Hold
7,895
– – 0.05% 202
2024
Q3 		$353K Hold
7,895
– – 0.06% 184
2024
Q2 		$339K Sell
7,895
-1,441
-15% -$61.7K 0.06% 174
2024
Q1 		$405K Buy
9,336
+15
+0.2% +$651 0.07% 170
2023
Q4 		$410K Buy
9,321
+16
+0.2% +$675 0.08% 151
2023
Q3 		$386K Buy
9,305
+13
+0.1% +$553 0.09% 140
2023
Q2 		$400K Buy
9,292
+7,908
+571% +$344K 0.08% 139
2023
Q1 		$60.5K Buy
1,384
+12
+0.9% +$522 0.01% 402
2022
Q4 		$58.5K Buy
1,372
+12
+0.9% +$510 0.01% 382
2022
Q3 		$57K Buy
1,360
+9
+0.7% +$402 0.02% 334
2022
Q2 		$60K Sell
1,351
-887
-40% -$40.3K 0.02% 326
2022
Q1 		$107K Buy
2,238
+11
+0.5% +$544 0.03% 250
2021
Q4 		$115K Buy
2,227
+69
+3% +$3.58K 0.03% 227
2021
Q3 		$116K Sell
2,158
-47
-2% -$2.47K 0.08% 113
2021
Q2 		$115K Buy
2,205
+11
+0.5% +$570 0.03% 222
2021
Q1 		$112K Buy
2,194
+12
+0.5% +$629 0.04% 164
2020
Q4 		$117K Buy
2,182
+24
+1% +$1.29K 0.07% 121
2020
Q3 		$116K Buy
2,158
+11
+0.5% +$596 0.08% 113
2020
Q2 		$116K Buy
2,147
+14
+0.7% +$744 0.1% 104
2020
Q1 		$110K Buy
+2,133
New +$112K 0.11% 98

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

CVA Family Office's AGGY Position: Q2 2026 in Review

CVA Family Office held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 7,895 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #245.

CVA Family Office first reported a position in AGGY in Q1 2020 and has held it in 26 quarters since. The position peaked at $410K in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • CVA Family Office held 7,895 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $343K as of Q2 2026.
  • CVA Family Office left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #245 holding.
  • CVA Family Office first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $410K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.