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Golden State Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Golden State Wealth 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 		$1.9M Buy
43,792
+2,211
+5% +$96.3K 0.17% 120
2026
Q1 		$1.81M Sell
41,581
-12,171
-23% -$536K 0.2% 105
2025
Q4 		$2.37M Buy
53,752
+39
+0.1% +$1.73K 0.25% 78
2025
Q3 		$2.38M Buy
53,713
+1,224
+2% +$53.6K 0.26% 74
2025
Q2 		$2.29M Sell
52,489
-1,668
-3% -$71.8K 0.28% 72
2025
Q1 		$2.35M Sell
54,157
-889
-2% -$38.4K 0.35% 62
2024
Q4 		$2.36M Buy
+55,046
New +$2.4M 0.35% 61
2022
Q1 		$2.36M Buy
49,298
+10,618
+27% +$525K 0.46% 42
2021
Q4 		$2M Buy
38,680
+32,530
+529% +$1.69M 0.34% 52
2021
Q3 		$319K Buy
6,150
+933
+18% +$49.1K 0.07% 224
2021
Q2 		$272K Buy
+5,217
New +$270K 0.06% 240
2021
Q1 		– Sell
-44,090
Closed -$2.37M – 202
2020
Q4 		$2.37M Sell
44,090
-6,479
-13% -$348K 0.69% 28
2020
Q3 		$2.72M Sell
50,569
-39,466
-44% -$2.14M 0.91% 23
2020
Q2 		$4.84M Buy
90,035
+89,908
+70,794% +$4.78M 1.24% 15
2020
Q1 		$7K Buy
+127
New +$6.65K ﹤0.01% 674

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 Wealth Management's AGGY Position: Q2 2026 in Review

Golden State Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 5.3% in Q2 2026, buying an estimated $96.3K and bringing the position to 43,792 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #120.

Golden State Wealth Management first reported a position in AGGY in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.84M in Q2 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Golden State Wealth Management held 43,792 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.9M as of Q2 2026.
  • Golden State Wealth Management bought 2,211 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $96.3K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.17% of Golden State Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Golden State Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 15 quarters since.
  • Golden State Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.84M in Q2 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.