First Horizon Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

First Horizon 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
2025 Q2	$8.73K	Hold	200	–	–	﹤0.01%	1719
2025 Q1	$8.69K	Buy	+200	New	+$8.63K	﹤0.01%	1652
2022 Q1	–	Sell	-72	Closed	-$3K	–	1714
2021 Q4	$3K	Buy	72 +1	+1%	+$52	﹤0.01%	1852
2021 Q3	$3K	Hold	71	–	–	﹤0.01%	1838
2021 Q2	$3K	Buy	71 +1	+1%	+$52	﹤0.01%	1625
2021 Q1	$3K	Hold	70	–	–	﹤0.01%	1544
2020 Q4	$3K	Sell	70 -254	-78%	-$13.6K	﹤0.01%	1263
2020 Q3	$17K	Buy	324 +2	+0.6%	+$108	﹤0.01%	863
2020 Q2	$17K	Buy	322 +2	+0.6%	+$106	﹤0.01%	844
2020 Q1	$16K	Sell	320 -17	-5%	-$890	﹤0.01%	809
2019 Q4	$17K	Buy	337 +2	+0.6%	+$104	﹤0.01%	906
2019 Q3	$17K	Buy	+335	New	+$17.4K	﹤0.01%	895

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

First Horizon Advisors's AGGY Position: Q2 2025 in Review

First Horizon Advisors held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2025 at 200 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

First Horizon Advisors first reported a position in AGGY in Q3 2019 and has held it in 12 quarters since. The position peaked at $17K in Q3 2020. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

First Horizon Advisors held 200 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $8.73K as of Q2 2025.
First Horizon Advisors left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2025.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1719 holding.
First Horizon Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and has held it in 12 quarters since.
First Horizon Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $17K in Q3 2020.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.