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Global Retirement Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Global Retirement 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 		$602K Buy
+13,836
New +$603K 0.01% 951
2025
Q4 		$609K Buy
13,832
+11
+0.1% +$487 0.01% 859
2025
Q3 		$612K Buy
13,821
+4
+0% +$175 0.01% 699
2025
Q2 		$603K Buy
+13,817
New +$595K 0.01% 653
2024
Q4 		$437K Sell
10,174
-283
-3% -$12.4K 0.01% 681
2024
Q3 		$468K Buy
10,457
+3
+0% +$132 0.01% 649
2024
Q2 		$449K Sell
10,454
-55
-0.5% -$2.35K 0.01% 637
2024
Q1 		$456K Buy
10,509
+344
+3% +$14.9K 0.02% 552
2023
Q4 		$444K Buy
10,165
+81
+0.8% +$3.42K 0.02% 524
2023
Q3 		$415K Buy
10,084
+2,823
+39% +$120K 0.02% 480
2023
Q2 		$313K Sell
7,261
-131
-2% -$5.69K 0.02% 560
2023
Q1 		$325K Sell
7,392
-169
-2% -$7.35K 0.02% 532
2022
Q4 		$322K Buy
7,561
+456
+6% +$19.4K 0.02% 464
2022
Q3 		$295K Buy
7,105
+240
+3% +$10.7K 0.02% 476
2022
Q2 		$307K Hold
6,865
– – 0.02% 455
2022
Q1 		$314K Buy
+6,865
New +$339K 0.02% 454

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's AGGY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 13,836 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGGY as recently as Q4 2025.

Global Retirement Partners first reported a position in AGGY in Q1 2022 and has held it in 16 quarters since. The position peaked at $612K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Global Retirement Partners held 13,836 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $602K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #951 holding.
  • Global Retirement Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $612K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.