HNH
AGGY icon

Hopwood Nicholas Hunter’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Hopwood Nicholas Hunter’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 		$490K Buy
11,259
+1,155
+11% +$50.3K 0.13% 93
2026
Q1 		$439K Buy
10,104
+766
+8% +$33.7K 0.14% 91
2025
Q4 		$411K Buy
+9,338
New +$414K 0.13% 92

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 $103B AUM 28.65% 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

Hopwood Nicholas Hunter's AGGY Position: Q2 2026 in Review

Hopwood Nicholas Hunter increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 11% in Q2 2026, buying an estimated $50.3K and bringing the position to 11,259 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #93.

Hopwood Nicholas Hunter first reported a position in AGGY in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Hopwood Nicholas Hunter held 11,259 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $490K as of Q2 2026.
  • Hopwood Nicholas Hunter bought 1,155 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $50.3K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.13% of Hopwood Nicholas Hunter's portfolio in Q2 2026, its #93 holding.
  • Hopwood Nicholas Hunter first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q2 2026, filed 14 Aug 2026.