Farther Finance Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Farther Finance 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	$605K	Buy	13,926 +4,016	+41%	+$175K	﹤0.01%	1423
2026 Q1	$431K	Buy	9,910 +670	+7%	+$29.5K	﹤0.01%	1509
2025 Q4	$407K	Buy	9,240 +767	+9%	+$34K	﹤0.01%	1450
2025 Q3	$375K	Sell	8,473 -413	-5%	-$18.1K	0.01%	1241
2025 Q2	$388K	Sell	8,886 -670	-7%	-$28.8K	0.01%	1038
2025 Q1	$416K	Buy	+9,556	New	+$412K	0.01%	861
2024 Q2	–	Sell	-10	Closed	-$431	–	3815
2024 Q1	$431	Sell	10 -199	-95%	-$8.64K	﹤0.01%	3061
2023 Q4	$9.2K	Buy	+209	New	+$8.82K	﹤0.01%	1656

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

Farther Finance Advisors's AGGY Position: Q2 2026 in Review

Farther Finance Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 41% in Q2 2026, buying an estimated $175K and bringing the position to 13,926 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Farther Finance Advisors first reported a position in AGGY in Q4 2023 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Farther Finance Advisors held 13,926 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $605K as of Q2 2026.
Farther Finance Advisors bought 4,016 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $175K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1423 holding.
Farther Finance Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 8 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.