Howard Bailey Securities’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Howard Bailey Securities’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	$1.01M	Sell	23,280 -126	-0.5%	-$5.55K	0.42%	40
2025 Q4	$1.03M	Sell	23,406 -217,331	-90%	-$9.63M	0.41%	44
2025 Q3	$10.7M	Buy	240,737 +31,305	+15%	+$1.37M	3.03%	7
2025 Q2	$9.14M	Buy	209,432 +10,095	+5%	+$435K	2.82%	8
2025 Q1	$8.66M	Buy	199,337 +53,928	+37%	+$2.33M	2.88%	7
2024 Q4	$6.24M	Buy	145,409 +8,837	+6%	+$386K	2.32%	13
2024 Q3	$6.11M	Buy	+136,572	New	+$6.03M	2.31%	13

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 $2.01B AUM 27.28% 1-Year Est. Return

Howard Bailey Securities's AGGY Position: Q1 2026 in Review

Howard Bailey Securities reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.54% in Q1 2026, selling an estimated $5.55K and leaving 23,280 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #40.

Howard Bailey Securities first reported a position in AGGY in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q3 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Howard Bailey Securities held 23,280 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.01M as of Q1 2026.
Howard Bailey Securities sold 126 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $5.55K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.42% of Howard Bailey Securities's portfolio in Q1 2026, its #40 holding.
Howard Bailey Securities first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and has held it in 7 quarters since.
Howard Bailey Securities's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $10.7M in Q3 2025.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.