Darwin Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Darwin Wealth Management’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	$49.2K	Buy	1,131 +9	+0.8%	+$396	0.02%	221
2025 Q4	$49.4K	Buy	1,122 +1	+0.1%	+$44	0.02%	217
2025 Q3	$49.7K	Buy	1,121 +716	+177%	+$31.3K	0.02%	219
2025 Q2	$17.7K	Sell	405 -709	-64%	-$30.5K	0.01%	295
2025 Q1	$47.8K	Hold	1,114	–	–	0.02%	225
2024 Q4	$47.8K	Sell	1,114 -1,207	-52%	-$52.7K	0.02%	225
2024 Q3	$104K	Buy	+2,321	New	+$102K	0.03%	182
2023 Q1	–	Sell	-4,810	Closed	-$212K	–	156
2022 Q4	$212K	Sell	4,810 -1,709	-26%	-$72.6K	0.05%	159
2022 Q3	$271K	Buy	6,519 +1	+0%	+$45	0.07%	131
2022 Q2	$298K	Sell	6,518 -5,581	-46%	-$254K	0.06%	137
2022 Q1	$579K	Sell	12,099 -3,343	-22%	-$165K	0.1%	114
2021 Q4	$778K	Sell	15,442 -4,449	-22%	-$231K	0.12%	100
2021 Q3	$1.03M	Sell	19,891 -1,957	-9%	-$103K	0.17%	84
2021 Q2	$1.14M	Sell	21,848 -4,123	-16%	-$214K	0.19%	74
2021 Q1	$1.33M	Sell	25,971 -17,101	-40%	-$896K	0.23%	71
2020 Q4	$2.31M	Sell	43,072 -14,282	-25%	-$766K	0.43%	64
2020 Q3	$3.08M	Sell	57,354 -156,928	-73%	-$8.5M	0.67%	39
2020 Q2	$11.5M	Buy	214,282 +117,622	+122%	+$6.25M	2.94%	6
2020 Q1	$4.99M	Buy	96,660 +8,518	+10%	+$446K	1.59%	20
2019 Q4	$4.61M	Buy	88,142 +7,738	+10%	+$404K	1.23%	26
2019 Q3	$4.2M	Buy	80,404 +10,605	+15%	+$551K	1.24%	28
2019 Q2	$3.58M	Buy	69,799 +7,819	+13%	+$392K	1.11%	32
2019 Q1	$3.09M	Buy	+61,980	New	+$3.03M	1.02%	30
2018 Q4	–	Sell	-45,636	Closed	-$2.2M	–	95
2018 Q3	$2.2M	Buy	45,636 +18,352	+67%	+$892K	1.23%	25
2018 Q2	$1.32M	Buy	27,284 +18,031	+195%	+$877K	0.86%	34
2018 Q1	$456K	Buy	9,253 +4,581	+98%	+$227K	0.33%	69
2017 Q4	$237K	Buy	+4,672	New	+$237K	0.1%	145

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Darwin Wealth Management's AGGY Position: Q1 2026 in Review

Darwin Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.8% in Q1 2026, buying an estimated $396 and bringing the position to 1,131 shares worth $49.2K. The position accounts for 0.02% of the portfolio, ranked #221.

Darwin Wealth Management first reported a position in AGGY in Q4 2017 and has held it in 27 quarters since. The position peaked at $11.5M in Q2 2020. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Darwin Wealth Management held 1,131 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $49.2K as of Q1 2026.
Darwin Wealth Management bought 9 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $396.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Darwin Wealth Management's portfolio in Q1 2026, its #221 holding.
Darwin Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and has held it in 27 quarters since.
Darwin Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $11.5M in Q2 2020.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.