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Elevation Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Elevation Wealth Partners’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
Q2 		– Sell
-256
Closed -$11K – 490
2025
Q1 		$11.1K Hold
256
– – ﹤0.01% 360
2024
Q4 		$11K Buy
+256
New +$11.2K ﹤0.01% 365

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Elevation Wealth Partners's AGGY Position: Q2 2025 in Review

Elevation Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 256 shares — an estimated $11K sold.

Elevation Wealth Partners first reported a position in AGGY in Q4 2024 and held it in 2 quarters. The position peaked at $11.1K in Q1 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Elevation Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 256 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $11K.
  • Elevation Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $11.1K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.