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 Q2	$3.24M	Buy	74,496 +655	+0.9%	+$28.5K	0.9%	18
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 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

Freedom Investment Management's AGGY Position: Q2 2026 in Review

Freedom Investment Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.89% in Q2 2026, buying an estimated $28.5K and bringing the position to 74,496 shares worth $3.24M. The position accounts for 0.9% of the portfolio, ranked #18.

Freedom Investment Management first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.09M in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Freedom Investment Management held 74,496 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.24M as of Q2 2026.
Freedom Investment Management bought 655 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $28.5K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.9% of Freedom Investment Management's portfolio in Q2 2026, its #18 holding.
Freedom Investment Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
Freedom Investment Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $6.09M in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.