HAG
AGGY icon

HF Advisory Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

HF Advisory 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
Q3 		$251K Buy
6,091
+247
+4% +$10.5K 0.07% 160
2026
Q2 		$254K Buy
5,844
+268
+5% +$11.7K 0.08% 157
2026
Q1 		$242K Buy
5,576
+228
+4% +$10K 0.08% 155
2025
Q4 		$236K Buy
5,348
+63
+1% +$2.79K 0.08% 156
2025
Q3 		$234K Buy
5,285
+75
+1% +$3.28K 0.09% 155
2025
Q2 		$227K Sell
5,210
-94
-2% -$4.05K 0.09% 151
2025
Q1 		$230K Buy
5,304
+112
+2% +$4.83K 0.1% 145
2024
Q4 		$223K Buy
5,192
+283
+6% +$12.4K 0.1% 153
2024
Q3 		$219K Sell
4,909
-146
-3% -$6.45K 0.1% 158
2024
Q2 		$217K Buy
5,055
+231
+5% +$9.89K 0.11% 154
2024
Q1 		$209K Buy
+4,824
New +$209K 0.12% 152

Other funds holding AGGY

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

HF Advisory Group's AGGY Position: Q3 2026 in Review

HF Advisory Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.2% in Q3 2026, buying an estimated $10.5K and bringing the position to 6,091 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #160.

HF Advisory Group first reported a position in AGGY in Q1 2024 and has held it in 11 quarters since. The position peaked at $254K in Q2 2026. 5 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • HF Advisory Group held 6,091 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $251K as of Q3 2026.
  • HF Advisory Group bought 247 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $10.5K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.07% of HF Advisory Group's portfolio in Q3 2026, its #160 holding.
  • HF Advisory Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 11 quarters since.
  • HF Advisory Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $254K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.