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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dynamic Advisor Solutions's AGGY Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 24% in Q2 2026, buying an estimated $56.4K and bringing the position to 6,687 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #870.

Dynamic Advisor Solutions first reported a position in AGGY in Q4 2019 and has held it in 18 quarters since. The position peaked at $748K in Q2 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Dynamic Advisor Solutions held 6,687 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $291K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,296 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $56.4K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #870 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $748K in Q2 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.