Goldman Sachs
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Goldman Sachs’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Goldman Sachs’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
2025
Q3 		– Sell
-8,064
Closed -$352K – 6303
2025
Q2 		$352K Buy
+8,064
New +$347K ﹤0.01% 5357

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Goldman Sachs's AGGY Position: Q3 2025 in Review

Goldman Sachs sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 8,064 shares — an estimated $352K sold.

Goldman Sachs first reported a position in AGGY in Q2 2025 and held it in 1 quarter. The position peaked at $352K in Q2 2025. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Goldman Sachs reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Goldman Sachs sold 8,064 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $352K.
  • Goldman Sachs first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2025 and held it in 1 quarter.
  • Goldman Sachs's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $352K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Goldman Sachs's 13F filing for Q3 2025, filed 14 Nov 2025.