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AGGY icon

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

GSB 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
Q1 		$11.5M Buy
264,850
+6,456
+2% +$284K 2.6% 4
2025
Q4 		$11.4M Buy
258,394
+31,767
+14% +$1.41M 2.57% 4
2025
Q3 		$10M Buy
226,627
+15,710
+7% +$688K 2.27% 5
2025
Q2 		$9.2M Buy
210,917
+4,075
+2% +$175K 2.25% 5
2025
Q1 		$8.98M Buy
206,842
+558
+0.3% +$24.1K 2.36% 4
2024
Q4 		$8.85M Buy
206,284
+29,441
+17% +$1.29M 2.29% 5
2024
Q3 		$7.91M Buy
176,843
+27,562
+18% +$1.22M 2.02% 5
2024
Q2 		$6.41M Buy
149,281
+29,368
+24% +$1.26M 1.75% 8
2024
Q1 		$5.2M Buy
119,913
+105,265
+719% +$4.57M 1.46% 10
2023
Q4 		$645K Buy
+14,648
New +$618K 0.2% 119

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 $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return