Hantz Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Hantz Financial Services’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	$0	Hold	9	–	–	﹤0.01%	2447
2025 Q4	$0	Hold	9	–	–	﹤0.01%	2402
2025 Q3	$0	Hold	9	–	–	﹤0.01%	2310
2025 Q2	$0	Hold	9	–	–	﹤0.01%	2167
2025 Q1	$0	Buy	9 +1	+13%	+$43	﹤0.01%	1659
2024 Q4	$0	Hold	8	–	–	﹤0.01%	1083
2024 Q3	$0	Hold	8	–	–	﹤0.01%	1063
2024 Q2	$0	Hold	8	–	–	﹤0.01%	1053
2024 Q1	$0	Hold	8	–	–	﹤0.01%	1185
2023 Q4	$0	Hold	8	–	–	﹤0.01%	1120
2023 Q3	$0	Hold	8	–	–	﹤0.01%	1109
2023 Q2	$0	Hold	8	–	–	﹤0.01%	1078
2023 Q1	$0	Hold	8	–	–	﹤0.01%	1102
2022 Q4	$0	Buy	+8	New	+$340	﹤0.01%	1072

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Hantz Financial Services's AGGY Position: Q1 2026 in Review

Hantz Financial Services held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q1 2026 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Hantz Financial Services first reported a position in AGGY in Q4 2022 and has held it in 14 quarters since. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Hantz Financial Services held 9 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $0 as of Q1 2026.
Hantz Financial Services left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2447 holding.
Hantz Financial Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.