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Elevated Capital Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Elevated Capital Advisors’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 		– Sell
-169
Closed -$7.34K – 850
2026
Q1 		$7.34K Hold
169
– – ﹤0.01% 504
2025
Q4 		$7.44K Buy
+169
New +$7.49K ﹤0.01% 483

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

Elevated Capital Advisors's AGGY Position: Q2 2026 in Review

Elevated Capital Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 169 shares — an estimated $7.34K sold.

Elevated Capital Advisors first reported a position in AGGY in Q4 2025 and held it in 2 quarters. The position peaked at $7.44K in Q4 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Elevated Capital Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 169 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $7.34K.
  • Elevated Capital Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
  • Elevated Capital Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.44K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.