Freedom Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Freedom Investment Management’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 Q1	$3.21M	Buy	73,841 +9,550	+15%	+$421K	0.95%	18
2025 Q4	$2.83M	Sell	64,291 -9,974	-13%	-$442K	0.82%	16
2025 Q3	$3.29M	Sell	74,265 -33,171	-31%	-$1.45M	0.87%	14
2025 Q2	$4.69M	Sell	107,436 -7,410	-6%	-$319K	0.37%	49
2025 Q1	$4.99M	Sell	114,846 -1,601	-1%	-$69.1K	0.42%	44
2024 Q4	$5M	Sell	116,447 -5,819	-5%	-$254K	0.42%	47
2024 Q3	$5.47M	Buy	122,266 +2,131	+2%	+$94.1K	0.44%	42
2024 Q2	$5.16M	Sell	120,135 -4,385	-4%	-$188K	0.42%	47
2024 Q1	$5.4M	Sell	124,520 -13,859	-10%	-$602K	0.43%	43
2023 Q4	$6.09M	Buy	+138,379	New	+$5.84M	0.5%	38

Other funds holding AGGY

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors

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

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HighTower Advisors

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return