Focus Partners Advisor Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Focus Partners Advisor Solutions’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	$268K	Buy	6,173 +809	+15%	+$35.2K	﹤0.01%	1068
2026 Q1	$233K	Buy	+5,364	New	+$236K	﹤0.01%	1085
2022 Q4	–	Sell	-6,979	Closed	-$295K	–	341
2022 Q3	$295K	Sell	6,979 -209	-3%	-$9.33K	0.02%	310
2022 Q2	$322K	Buy	+7,188	New	+$327K	0.03%	249
2022 Q1	–	Sell	-7,288	Closed	-$377K	–	331
2021 Q4	$377K	Buy	+7,288	New	+$378K	0.08%	83

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

Focus Partners Advisor Solutions's AGGY Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 15% in Q2 2026, buying an estimated $35.2K and bringing the position to 6,173 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Focus Partners Advisor Solutions first reported a position in AGGY in Q4 2021 and has held it in 5 quarters since. The position peaked at $377K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Focus Partners Advisor Solutions held 6,173 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $268K as of Q2 2026.
Focus Partners Advisor Solutions bought 809 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $35.2K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1068 holding.
Focus Partners Advisor Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 5 quarters since.
Focus Partners Advisor Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $377K in Q4 2021.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.