Fidelity Investments
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Fidelity Investments’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Fidelity Investments’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 		$19.4K Buy
447
+117
+35% +$5.09K ﹤0.01% 4673
2026
Q1 		$14.3K Buy
330
+234
+244% +$10.3K ﹤0.01% 4650
2025
Q4 		$4.24K Sell
96
-10
-9% -$443 ﹤0.01% 4918
2025
Q3 		$4.7K Buy
106
+77
+266% +$3.37K ﹤0.01% 4797
2025
Q2 		$1.26K Sell
29
-1,300
-98% -$56K ﹤0.01% 4932
2025
Q1 		$57.7K Buy
1,329
+1,300
+4,483% +$56.1K ﹤0.01% 3800
2024
Q4 		$1.24K Sell
29
-6
-17% -$262 ﹤0.01% 4894
2024
Q3 		$1.56K Sell
35
-704
-95% -$31.1K ﹤0.01% 4852
2024
Q2 		$31.8K Buy
739
+735
+18,375% +$31.5K ﹤0.01% 3846
2024
Q1 		$174 Hold
4
– – ﹤0.01% 4932
2023
Q4 		$176 Sell
4
-49
-92% -$2.07K ﹤0.01% 4897
2023
Q3 		$2.2K Buy
53
+51
+2,550% +$2.17K ﹤0.01% 4521
2023
Q2 		$86 Sell
2
-395
-99% -$17.2K ﹤0.01% 4973
2023
Q1 		$17.3K Buy
397
+394
+13,133% +$17.1K ﹤0.01% 3905
2022
Q4 		$121 Hold
3
– – ﹤0.01% 4865
2022
Q3 		$0 Buy
3
+2
+200% +$89 ﹤0.01% 4804
2022
Q2 		$0 Sell
1
-37
-97% -$1.68K ﹤0.01% 4872
2022
Q1 		$2K Sell
38
-1,427
-97% -$70.5K ﹤0.01% 4623
2021
Q4 		$75K Buy
1,465
+1,400
+2,154% +$72.6K ﹤0.01% 3150
2021
Q3 		$3K Buy
65
+15
+30% +$789 ﹤0.01% 3890
2021
Q2 		$2K Sell
50
-6
-11% -$311 ﹤0.01% 3889
2021
Q1 		$3K Sell
56
-200
-78% -$10.5K ﹤0.01% 3623
2020
Q4 		$14K Buy
256
+182
+246% +$9.76K ﹤0.01% 3242
2020
Q3 		$4K Sell
74
-30
-29% -$1.63K ﹤0.01% 3331
2020
Q2 		$6K Sell
104
-117
-53% -$6.22K ﹤0.01% 3192
2020
Q1 		$11K Buy
221
+118
+115% +$6.18K ﹤0.01% 3082
2019
Q4 		$5K Sell
103
-12
-10% -$627 ﹤0.01% 3390
2019
Q3 		$6K Buy
115
+64
+125% +$3.33K ﹤0.01% 3350
2019
Q2 		$3K Buy
+51
New +$2.56K ﹤0.01% 3444
2019
Q1 		– Sell
-2
Closed – – 3572
2018
Q4 		$0 Buy
2
+1
+100% +$48 ﹤0.01% 3493
2018
Q3 		$0 Buy
+1
New +$49 ﹤0.01% 3501

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments's AGGY Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 35% in Q2 2026, buying an estimated $5.09K and bringing the position to 447 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4673.

Fidelity Investments first reported a position in AGGY in Q3 2018 and has held it in 31 quarters since. The position peaked at $75K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Fidelity Investments held 447 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $19.4K as of Q2 2026.
  • Fidelity Investments bought 117 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $5.09K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4673 holding.
  • Fidelity Investments first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and has held it in 31 quarters since.
  • Fidelity Investments's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $75K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.