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

First Horizon Corporation’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 		– Sell
-200
Closed -$8.69K – 1529
2026
Q1 		$8.69K Hold
200
– – ﹤0.01% 1084
2025
Q4 		$8.81K Hold
200
– – ﹤0.01% 1141
2025
Q3 		$8.85K Buy
+200
New +$8.76K ﹤0.01% 1092

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

First Horizon Corporation's AGGY Position: Q2 2026 in Review

First Horizon Corporation sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 200 shares — an estimated $8.69K sold.

First Horizon Corporation first reported a position in AGGY in Q3 2025 and held it in 3 quarters. The position peaked at $8.85K in Q3 2025. 109 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • First Horizon Corporation reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • First Horizon Corporation sold 200 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $8.69K.
  • First Horizon Corporation first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and held it in 3 quarters.
  • First Horizon Corporation's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.85K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.