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GPS Wealth Strategies Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$17.9K Sell
405
-5,855
-94% -$259K 0.02% 329
2025
Q3 		$277K Sell
6,260
-1,008
-14% -$44.1K 0.03% 278
2025
Q2 		$317K Sell
7,268
-239
-3% -$10.3K 0.04% 246
2025
Q1 		$326K Sell
7,507
-1,927
-20% -$83.2K 0.04% 231
2024
Q4 		$405K Sell
9,434
-444
-4% -$19.4K 0.05% 199
2024
Q3 		$442K Sell
9,878
-1,825
-16% -$80.6K 0.06% 197
2024
Q2 		$503K Sell
11,703
-1,430
-11% -$61.2K 0.08% 158
2024
Q1 		$570K Sell
13,133
-2,757
-17% -$120K 0.09% 141
2023
Q4 		$700K Sell
15,890
-568
-3% -$24K 0.13% 121
2023
Q3 		$683K Sell
16,458
-1,313
-7% -$55.8K 0.13% 122
2023
Q2 		$766K Sell
17,771
-5,727
-24% -$249K 0.14% 115
2023
Q1 		$1.03M Sell
23,498
-23,546
-50% -$1.02M 0.21% 90
2022
Q4 		$2.01M Buy
47,044
+6,426
+16% +$273K 0.6% 43
2022
Q3 		$1.72M Buy
40,618
+13,922
+52% +$621K 0.43% 47
2022
Q2 		$1.19M Buy
+26,696
New +$1.21M 0.31% 58

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

GPS Wealth Strategies Group's AGGY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 94% in Q4 2025, selling an estimated $259K and leaving 405 shares worth $17.9K. The position accounts for 0.02% of the portfolio, ranked #329.

GPS Wealth Strategies Group first reported a position in AGGY in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q4 2022. 170 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

  • GPS Wealth Strategies Group held 405 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $17.9K as of Q4 2025.
  • GPS Wealth Strategies Group sold 5,855 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $259K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #329 holding.
  • GPS Wealth Strategies Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and has held it in 15 quarters since.
  • GPS Wealth Strategies Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.01M in Q4 2022.
  • 170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.