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David Kennon’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

David Kennon’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 		$1.06M Sell
24,427
-1,187
-5% -$51.7K 0.35% 31
2026
Q1 		$1.11M Hold
25,614
– – 0.4% 27
2025
Q4 		$1.13M Sell
25,614
-273
-1% -$12.1K 0.4% 27
2025
Q3 		$1.15M Sell
25,887
-73
-0.3% -$3.2K 0.41% 26
2025
Q2 		$1.13M Sell
25,960
-313
-1% -$13.5K 0.42% 26
2025
Q1 		$1.14M Sell
26,273
-560
-2% -$24.2K 0.45% 27
2024
Q4 		$1.15M Sell
26,833
-286
-1% -$12.5K 0.45% 27
2024
Q3 		$1.21M Sell
27,119
-50
-0.2% -$2.21K 0.48% 27
2024
Q2 		$1.17M Sell
27,169
-633
-2% -$27.1K 0.49% 26
2024
Q1 		$1.21M Sell
27,802
-1,222
-4% -$53.1K 0.52% 26
2023
Q4 		$1.28M Sell
29,024
-3,558
-11% -$150K 0.57% 24
2023
Q3 		$1.35M Sell
32,582
-454
-1% -$19.3K 0.65% 23
2023
Q2 		$1.42M Sell
33,036
-3,190
-9% -$139K 0.66% 23
2023
Q1 		$1.58M Sell
36,226
-63,572
-64% -$2.77M 0.77% 22
2022
Q4 		$4.26M Buy
99,798
+2,531
+3% +$108K 2.22% 13
2022
Q3 		$4.11M Buy
+97,267
New +$4.34M 2.26% 13

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

David Kennon's AGGY Position: Q2 2026 in Review

David Kennon reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.6% in Q2 2026, selling an estimated $51.7K and leaving 24,427 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #31.

David Kennon first reported a position in AGGY in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.26M in Q4 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • David Kennon held 24,427 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.06M as of Q2 2026.
  • David Kennon sold 1,187 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $51.7K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.35% of David Kennon's portfolio in Q2 2026, its #31 holding.
  • David Kennon first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2022 and has held it in 16 quarters since.
  • David Kennon's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.26M in Q4 2022.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.