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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

HF Advisory Group's AGGY Position: Q2 2026 in Review

HF Advisory Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,844 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #157.

HF Advisory Group first reported a position in AGGY in Q1 2024 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

HF Advisory Group held 5,844 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $254K as of Q2 2026.
HF Advisory Group bought 268 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $11.7K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.08% of HF Advisory Group's portfolio in Q2 2026, its #157 holding.
HF Advisory Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.