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

Diversify 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 Q2	$786K	Buy	18,326 +55	+0.3%	+$2.4K	0.01%	720
2026 Q1	$793K	Buy	+18,271	New	+$805K	0.01%	670

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 Wealth Management's AGGY Position: Q2 2026 in Review

Diversify Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.3% in Q2 2026, buying an estimated $2.4K and bringing the position to 18,326 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #720.

Diversify Wealth Management first reported a position in AGGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $793K in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Diversify Wealth Management held 18,326 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $786K as of Q2 2026.
Diversify Wealth Management bought 55 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.4K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #720 holding.
Diversify Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $793K in Q1 2026.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.