IA
AGGY icon

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

IFP 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 		$21.3K Hold
491
– – ﹤0.01% 2938
2026
Q1 		$21.3K Sell
491
-4,950
-91% -$218K ﹤0.01% 2743
2025
Q4 		$240K Sell
5,441
-418
-7% -$18.5K 0.01% 1272
2025
Q3 		$259K Buy
5,859
+3,038
+108% +$133K 0.01% 1168
2025
Q2 		$123K Buy
2,821
+1,912
+210% +$82.3K ﹤0.01% 1526
2025
Q1 		$39.5K Buy
909
+396
+77% +$17.1K ﹤0.01% 2002
2024
Q4 		$22K Buy
513
+291
+131% +$12.7K ﹤0.01% 2203
2024
Q3 		$9.93K Hold
222
– – ﹤0.01% 2433
2024
Q2 		$9.54K Hold
222
– – ﹤0.01% 2355
2024
Q1 		$9.63K Sell
222
-52
-19% -$2.26K ﹤0.01% 2247
2023
Q4 		$12.1K Sell
274
-101
-27% -$4.26K ﹤0.01% 2121
2023
Q3 		$15.6K Hold
375
– – ﹤0.01% 2061
2023
Q2 		$16.2K Hold
375
– – ﹤0.01% 2111
2023
Q1 		$18.2K Sell
375
-226,544
-100% -$9.86M ﹤0.01% 2057
2022
Q4 		$11.1M Sell
226,919
-12,794
-5% -$544K 0.3% 67
2022
Q3 		$11.7M Buy
239,713
+3,626
+2% +$162K 0.3% 60
2022
Q2 		$11.5M Hold
236,087
– – 0.37% 51
2022
Q1 		$11.5M Buy
236,087
+142,590
+153% +$7.05M 0.37% 51
2021
Q4 		$4.84M Buy
93,497
+7,056
+8% +$366K 0.09% 119
2021
Q3 		$4.5M Buy
86,441
+4,040
+5% +$213K 0.09% 124
2021
Q2 		$4.29M Sell
82,401
-58,703
-42% -$3.04M 0.09% 129
2021
Q1 		$7.22M Buy
141,104
+27,745
+24% +$1.45M 0.14% 73
2020
Q4 		$6.09M Buy
113,359
+4,179
+4% +$224K 0.25% 67
2020
Q3 		$5.88M Buy
109,180
+28,798
+36% +$1.56M 0.35% 53
2020
Q2 		$4.32M Sell
80,382
-106
-0.1% -$5.63K 0.34% 60
2020
Q1 		$4.09M Sell
80,488
-37,216
-32% -$1.95M 0.41% 51
2019
Q4 		$6.16M Buy
117,704
+6,903
+6% +$360K 0.46% 38
2019
Q3 		$5.79M Buy
+110,801
New +$5.76M 0.39% 57
2019
Q1 		$52K Sell
1,050
-28,815
-96% -$1.41M 0.01% 948
2018
Q4 		$1.44M Sell
29,865
-2,943
-9% -$140K 0.09% 249
2018
Q3 		$1.59M Buy
32,808
+799
+2% +$38.8K 0.06% 309
2018
Q2 		$1.55M Buy
32,009
+8,034
+34% +$391K 0.07% 306
2018
Q1 		$1.22M Hold
23,975
– – 0.06% 342
2017
Q4 		$1.22M Buy
23,975
+8,339
+53% +$423K 0.06% 343
2017
Q3 		$793K Buy
15,636
+4,727
+43% +$240K 0.03% 515
2017
Q2 		$551K Buy
10,909
+10,784
+8,627% +$543K 0.02% 644
2017
Q1 		$6K Hold
125
– – ﹤0.01% 3188
2016
Q4 		$6K Buy
+125
New +$6.31K ﹤0.01% 3175
2016
Q2 		– Sell
-1,050
Closed -$52K – 3812
2016
Q1 		$52K Buy
+1,050
New +$52.3K 0.01% 948

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

IFP Advisors's AGGY Position: Q2 2026 in Review

IFP Advisors held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 491 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

IFP Advisors first reported a position in AGGY in Q1 2016 and has held it in 39 quarters since. The position peaked at $11.7M in Q3 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • IFP Advisors held 491 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $21.3K as of Q2 2026.
  • IFP Advisors left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2938 holding.
  • IFP Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 39 quarters since.
  • IFP Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $11.7M in Q3 2022.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.