EverSource Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

EverSource Wealth 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	$130	Hold	3	–	–	﹤0.01%	4284
2026 Q1	$130	Hold	3	–	–	﹤0.01%	4243
2025 Q4	$132	Hold	3	–	–	﹤0.01%	4073
2025 Q3	$133	Sell	3 -196	-98%	-$8.58K	﹤0.01%	4158
2025 Q2	$8.68K	Hold	199	–	–	﹤0.01%	2892
2025 Q1	$8.64K	Buy	+199	New	+$8.59K	﹤0.01%	2189

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's AGGY Position: Q2 2026 in Review

EverSource Wealth Advisors held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 3 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #4284.

EverSource Wealth Advisors first reported a position in AGGY in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.68K in Q2 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

EverSource Wealth Advisors held 3 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $130 as of Q2 2026.
EverSource Wealth Advisors left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4284 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.68K in Q2 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.