Dynamic Advisor Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Dynamic Advisor Solutions’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	$291K	Buy	6,687 +1,296	+24%	+$56.4K	0.01%	870
2026 Q1	$234K	Buy	5,391 +27	+0.5%	+$1.19K	0.01%	878
2025 Q4	$236K	Buy	5,364 +29	+0.5%	+$1.28K	0.01%	853
2025 Q3	$236K	Buy	+5,335	New	+$234K	0.01%	851
2023 Q2	–	Sell	-5,876	Closed	-$257K	–	806
2023 Q1	$257K	Buy	5,876 +486	+9%	+$21.1K	0.02%	634
2022 Q4	$230K	Sell	5,390 -3,877	-42%	-$165K	0.02%	628
2022 Q3	$391K	Sell	9,267 -439	-5%	-$19.6K	0.03%	452
2022 Q2	$434K	Sell	9,706 -746	-7%	-$33.9K	0.03%	436
2022 Q1	$500K	Sell	10,452 -3,422	-25%	-$169K	0.03%	437
2021 Q4	$717K	Sell	13,874 -435	-3%	-$22.5K	0.05%	343
2021 Q3	$743K	Sell	14,309 -23	-0.2%	-$1.21K	0.06%	350
2021 Q2	$748K	Buy	14,332 +57	+0.4%	+$2.95K	0.06%	333
2021 Q1	$731K	Buy	14,275 +4,317	+43%	+$226K	0.07%	297
2020 Q4	$535K	Buy	9,958 +514	+5%	+$27.6K	0.05%	352
2020 Q3	$508K	Buy	9,444 +672	+8%	+$36.4K	0.06%	313
2020 Q2	$472K	Buy	8,772 +1,880	+27%	+$99.9K	0.06%	286
2020 Q1	$356K	Buy	6,892 +1,059	+18%	+$55.5K	0.07%	306
2019 Q4	$305K	Buy	+5,833	New	+$305K	0.04%	406

Other funds holding AGGY

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return