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Golden State Equity Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Golden State Equity 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 		– Sell
-67,064
Closed -$2.92M – 384
2026
Q1 		$2.92M Buy
67,064
+27,212
+68% +$1.2M 0.22% 101
2025
Q4 		$1.76M Sell
39,852
-31,058
-44% -$1.38M 0.28% 70
2025
Q3 		$3.13M Buy
70,910
+7,998
+13% +$350K 0.53% 36
2025
Q2 		$2.74M Sell
62,912
-3,677
-6% -$158K 0.51% 39
2025
Q1 		$2.89M Sell
66,589
-6,393
-9% -$276K 0.57% 39
2024
Q4 		$3.13M Buy
72,982
+20,075
+38% +$877K 0.6% 34
2024
Q3 		$2.37M Sell
52,907
-5,100
-9% -$225K 0.37% 58
2024
Q2 		$2.5M Buy
+58,007
New +$2.48M 0.52% 40
2023
Q4 		$2.79M Buy
63,503
+744
+1% +$31.4K 0.68% 34
2023
Q3 		$2.61M Buy
62,759
+48,691
+346% +$2.07M 0.73% 33
2023
Q2 		$604K Sell
14,068
-42,866
-75% -$1.86M 0.17% 148
2023
Q1 		$2.49M Buy
+56,934
New +$2.48M 1.35% 15
2022
Q1 		$3.2M Sell
66,803
-103,728
-61% -$5.13M 1.61% 15
2021
Q4 		$8.82M Buy
170,531
+69,292
+68% +$3.59M 4.45% 2
2021
Q3 		$5.26M Sell
101,239
-61
-0.1% -$3.21K 2.14% 10
2021
Q2 		$5.29M Buy
101,300
+39,967
+65% +$2.07M 2.04% 10
2021
Q1 		$3.14M Buy
61,333
+23,621
+63% +$1.24M 1.79% 12
2020
Q4 		$2.02M Buy
+37,712
New +$2.02M 1.39% 14

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

Golden State Equity Partners's AGGY Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 67,064 shares — an estimated $2.92M sold.

Golden State Equity Partners first reported a position in AGGY in Q4 2020 and held it in 18 quarters. The position peaked at $8.82M in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Golden State Equity Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 67,064 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.92M.
  • Golden State Equity Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and held it in 18 quarters.
  • Golden State Equity Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $8.82M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.