Goldstone Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Goldstone Financial Group’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	$865K	Buy	19,900 +278	+1%	+$12.1K	0.08%	136
2026 Q1	$853K	Sell	19,622 -262	-1%	-$11.5K	0.09%	129
2025 Q4	$876K	Sell	19,884 -1,724	-8%	-$76.4K	0.1%	121
2025 Q3	$957K	Buy	21,608 +343	+2%	+$15K	0.11%	112
2025 Q2	$925K	Sell	21,265 -31,109	-59%	-$1.34M	0.12%	103
2025 Q1	$2.27M	Buy	52,374 +1,179	+2%	+$50.9K	0.34%	61
2024 Q4	$2.2M	Buy	51,195 +7,305	+17%	+$319K	0.34%	58
2024 Q3	$1.96M	Buy	43,890 +7,030	+19%	+$310K	0.34%	56
2024 Q2	$1.58M	Buy	36,860 +8,086	+28%	+$346K	0.32%	55
2024 Q1	$1.25M	Buy	28,774 +5,071	+21%	+$220K	0.29%	65
2023 Q4	$1.04M	Buy	23,703 +6,479	+38%	+$273K	0.27%	68
2023 Q3	$715K	Buy	17,224 +4,220	+32%	+$179K	0.21%	89
2023 Q2	$560K	Buy	13,004 +2,566	+25%	+$112K	0.16%	91
2023 Q1	$456K	Buy	+10,438	New	+$454K	0.15%	89

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

Goldstone Financial Group's AGGY Position: Q2 2026 in Review

Goldstone Financial Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 19,900 shares worth $865K. The position accounts for 0.08% of the portfolio, ranked #136.

Goldstone Financial Group first reported a position in AGGY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.27M in Q1 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Goldstone Financial Group held 19,900 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $865K as of Q2 2026.
Goldstone Financial Group bought 278 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $12.1K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #136 holding.
Goldstone Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.27M in Q1 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.