GWM
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
Q2 		$12M Buy
282,749
+17,899
+7% +$780K 2.42% 5
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 $1.55T 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

GSB Wealth Management's AGGY Position: Q2 2026 in Review

GSB Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 6.8% in Q2 2026, buying an estimated $780K and bringing the position to 282,749 shares worth $12M. The position accounts for 2.42% of the portfolio, ranked #5.

GSB Wealth Management first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • GSB Wealth Management held 282,749 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $12M as of Q2 2026.
  • GSB Wealth Management bought 17,899 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $780K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 2.42% of GSB Wealth Management's portfolio in Q2 2026, its #5 holding.
  • GSB Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.