Darwin Wealth Management
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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
Q3 		$47.4K Buy
1,151
+10
+0.9% +$426 0.01% 327
2026
Q2 		$49.6K Buy
1,141
+10
+0.9% +$436 0.01% 236
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 		$4.6M 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

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
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
Broussard Financial Group
Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

Darwin Wealth Management's AGGY Position: Q3 2026 in Review

Darwin Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.88% in Q3 2026, buying an estimated $426 and bringing the position to 1,151 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #327.

Darwin Wealth Management first reported a position in AGGY in Q4 2017 and has held it in 29 quarters since. The position peaked at $11.5M in Q2 2020. 104 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • Darwin Wealth Management held 1,151 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $47.4K as of Q3 2026.
  • Darwin Wealth Management bought 10 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $426.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #327 holding.
  • Darwin Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and has held it in 29 quarters since.
  • Darwin Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $11.5M in Q2 2020.
  • 104 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.