Envestnet Portfolio Solutions
AGGY icon

Envestnet Portfolio Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Envestnet Portfolio 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
2025
Q2 		– Sell
-4,906
Closed -$213K – 1518
2025
Q1 		$213K Sell
4,906
-8,298
-63% -$358K ﹤0.01% 1475
2024
Q4 		$567K Buy
13,204
+754
+6% +$32.9K ﹤0.01% 1180
2024
Q3 		$557K Buy
12,450
+305
+3% +$13.5K ﹤0.01% 1144
2024
Q2 		$522K Buy
12,145
+1,666
+16% +$71.3K ﹤0.01% 1119
2024
Q1 		$455K Buy
10,479
+2,521
+32% +$109K ﹤0.01% 1162
2023
Q4 		$350K Buy
7,958
+460
+6% +$19.4K ﹤0.01% 1214
2023
Q3 		$311K Buy
+7,498
New +$319K ﹤0.01% 1211

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

Envestnet Portfolio Solutions's AGGY Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 4,906 shares — an estimated $213K sold.

Envestnet Portfolio Solutions first reported a position in AGGY in Q3 2023 and held it in 7 quarters. The position peaked at $567K in Q4 2024. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,906 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $213K.
  • Envestnet Portfolio Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $567K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.