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 Q3	$502K	Sell	12,191 -1,735	-12%	-$74K	﹤0.01%	1588
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

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's AGGY Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 12% in Q3 2026, selling an estimated $74K and leaving 12,191 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Farther Finance Advisors first reported a position in AGGY in Q4 2023 and has held it in 9 quarters since. The position peaked at $605K in Q2 2026. 5 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

Farther Finance Advisors held 12,191 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $502K as of Q3 2026.
Farther Finance Advisors sold 1,735 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $74K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1588 holding.
Farther Finance Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 9 quarters since.
Farther Finance Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $605K in Q2 2026.
5 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.