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

Drive 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
2025 Q3	–	Sell	-8,115	Closed	-$354K	–	363
2025 Q2	$354K	Sell	8,115 -615	-7%	-$26.5K	0.08%	212
2025 Q1	$379K	Buy	8,730 +159	+2%	+$6.86K	0.09%	178
2024 Q4	$368K	Buy	8,571 +2,345	+38%	+$102K	0.09%	178
2024 Q3	$278K	Buy	+6,226	New	+$275K	0.07%	228

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Drive Wealth Management's AGGY Position: Q3 2025 in Review

Drive Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 8,115 shares — an estimated $354K sold.

Drive Wealth Management first reported a position in AGGY in Q3 2024 and held it in 4 quarters. The position peaked at $379K in Q1 2025. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

Drive Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Drive Wealth Management sold 8,115 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $354K.
Drive Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and held it in 4 quarters.
Drive Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $379K in Q1 2025.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.