Gateway Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Gateway Wealth Partners’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	$916K	Sell	21,061 -22,516	-52%	-$981K	0.05%	323
2026 Q1	$1.89M	Buy	43,577 +23,731	+120%	+$1.05M	0.07%	261
2025 Q4	$874K	Buy	19,846 +1,354	+7%	+$60K	0.1%	203
2025 Q3	$819K	Buy	18,492 +4,744	+35%	+$208K	0.11%	184
2025 Q2	$600K	Buy	13,748 +1,054	+8%	+$45.4K	0.11%	179
2025 Q1	$551K	Buy	12,694 +1,783	+16%	+$77K	0.12%	172
2024 Q4	$468K	Buy	10,911 +50	+0.5%	+$2.18K	0.12%	173
2024 Q3	$486K	Buy	10,861 +192	+2%	+$8.48K	0.13%	154
2024 Q2	$458K	Sell	10,669 -99	-0.9%	-$4.24K	0.14%	154
2024 Q1	$467K	Sell	10,768 -292	-3%	-$12.7K	0.17%	121
2023 Q4	$487K	Buy	11,060 +386	+4%	+$16.3K	0.2%	108
2023 Q3	$443K	Buy	10,674 +1,155	+12%	+$49.1K	0.08%	140
2023 Q2	$410K	Buy	+9,519	New	+$414K	0.07%	144

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

Gateway Wealth Partners's AGGY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 52% in Q2 2026, selling an estimated $981K and leaving 21,061 shares worth $916K. The position accounts for 0.05% of the portfolio, ranked #323.

Gateway Wealth Partners first reported a position in AGGY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.89M in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Gateway Wealth Partners held 21,061 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $916K as of Q2 2026.
Gateway Wealth Partners sold 22,516 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $981K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #323 holding.
Gateway Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
Gateway Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.89M in Q1 2026.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.