HighTower Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

HighTower Advisors’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	$24.9M	Sell	571,723 -55,301	-9%	-$2.41M	0.02%	578
2026 Q1	$27.2M	Sell	627,024 -82,728	-12%	-$3.64M	0.03%	519
2025 Q4	$31.3M	Sell	709,752 -106,018	-13%	-$4.7M	0.03%	471
2025 Q3	$36.1M	Sell	815,770 -44,531	-5%	-$1.95M	0.04%	428
2025 Q2	$37.5M	Sell	860,301 -1,679	-0.2%	-$72.3K	0.05%	394
2025 Q1	$37.4M	Buy	861,980 +99,329	+13%	+$4.29M	0.05%	369
2024 Q4	$32.7M	Buy	762,651 +36,335	+5%	+$1.59M	0.04%	380
2024 Q3	$32.5M	Buy	726,316 +33,853	+5%	+$1.49M	0.05%	385
2024 Q2	$29.7M	Buy	692,463 +14,013	+2%	+$600K	0.05%	386
2024 Q1	$29.5M	Buy	+678,450	New	+$29.5M	0.05%	375

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors's AGGY Position: Q2 2026 in Review

HighTower Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.8% in Q2 2026, selling an estimated $2.41M and leaving 571,723 shares worth $24.9M. The position accounts for 0.02% of the portfolio, ranked #578.

HighTower Advisors first reported a position in AGGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.5M in Q2 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

HighTower Advisors held 571,723 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $24.9M as of Q2 2026.
HighTower Advisors sold 55,301 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.41M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #578 holding.
HighTower Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
HighTower Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $37.5M in Q2 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.