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Defined Financial Planning’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Defined Financial Planning’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
2025
Q3 		$6.73M Buy
152,014
+14,066
+10% +$616K 5.58% 5
2025
Q2 		$5.95M Sell
137,948
-22,888
-14% -$985K 5.28% 5
2025
Q1 		$7M Buy
160,836
+13,963
+10% +$603K 7.1% 3
2024
Q4 		$6.3M Buy
+146,873
New +$6.42M 6.73% 4

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Defined Financial Planning's AGGY Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 10% in Q3 2025, buying an estimated $616K and bringing the position to 152,014 shares worth $6.73M. The position accounts for 5.58% of the portfolio, ranked #5.

Defined Financial Planning first reported a position in AGGY in Q4 2024 and has held it in 4 quarters since. The position peaked at $7M in Q1 2025. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Defined Financial Planning held 152,014 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $6.73M as of Q3 2025.
  • Defined Financial Planning bought 14,066 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $616K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 5.58% of Defined Financial Planning's portfolio in Q3 2025, its #5 holding.
  • Defined Financial Planning first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7M in Q1 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.