Diversify Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Diversify Advisory Services’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	$786K	Buy	+18,326	New	+$798K	0.01%	720
2026 Q1	–	Sell	-18,350	Closed	-$810K	–	225
2025 Q4	$810K	Sell	18,350 -2,398	-12%	-$106K	0.03%	452
2025 Q3	$917K	Buy	20,748 +3,800	+22%	+$166K	0.03%	388
2025 Q2	$740K	Buy	16,948 +752	+5%	+$32.4K	0.03%	405
2025 Q1	$702K	Buy	16,196 +581	+4%	+$25.1K	0.04%	286
2024 Q4	$663K	Buy	15,615 +178	+1%	+$7.78K	0.04%	300
2024 Q3	$677K	Buy	+15,437	New	+$682K	0.04%	325

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Advisory Services's AGGY Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 18,326 shares worth $786K. The stake represents 0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AGGY as recently as Q4 2025.

Diversify Advisory Services first reported a position in AGGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $917K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Diversify Advisory Services held 18,326 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $786K as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Diversify Advisory Services position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #720 holding.
Diversify Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and has held it in 7 quarters since.
Diversify Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $917K in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.