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IHT Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

IHT Wealth Management’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 		– Sell
-5,210
Closed -$226K – 1240
2026
Q1 		$226K Buy
5,210
+1
+0% +$44 0.01% 1134
2025
Q4 		$229K Sell
5,209
-975
-16% -$43.2K 0.01% 1071
2025
Q3 		$274K Buy
6,184
+247
+4% +$10.8K 0.01% 970
2025
Q2 		$259K Sell
5,937
-412
-6% -$17.7K 0.01% 959
2025
Q1 		$276K Buy
6,349
+90
+1% +$3.88K 0.01% 895
2024
Q4 		$269K Sell
6,259
-2,053
-25% -$89.7K 0.01% 892
2024
Q3 		$372K Buy
8,312
+3,258
+64% +$144K 0.01% 824
2024
Q2 		$217K Sell
5,054
-1,779
-26% -$76.2K 0.01% 928
2024
Q1 		$297K Buy
6,833
+239
+4% +$10.4K 0.01% 807
2023
Q4 		$290K Sell
6,594
-955
-13% -$40.3K 0.01% 774
2023
Q3 		$313K Sell
7,549
-3,907
-34% -$166K 0.02% 717
2023
Q2 		$494K Buy
11,456
+3,602
+46% +$157K 0.03% 540
2023
Q1 		$343K Sell
7,854
-1,578
-17% -$68.6K 0.02% 647
2022
Q4 		$402K Sell
9,432
-606
-6% -$25.7K 0.03% 556
2022
Q3 		$424K Buy
10,038
+309
+3% +$13.8K 0.03% 503
2022
Q2 		$435K Sell
9,729
-4,759
-33% -$216K 0.04% 422
2022
Q1 		$693K Buy
14,488
+335
+2% +$16.6K 0.05% 326
2021
Q4 		$731K Sell
14,153
-1,365
-9% -$70.7K 0.05% 331
2021
Q3 		$806K Sell
15,518
-409
-3% -$21.5K 0.07% 295
2021
Q2 		$831K Buy
15,927
+156
+1% +$8.08K 0.05% 368
2021
Q1 		$807K Sell
15,771
-2,093
-12% -$110K 0.06% 318
2020
Q4 		$959K Buy
17,864
+5,288
+42% +$284K 0.08% 250
2020
Q3 		$677K Buy
12,576
+1,299
+12% +$70.3K 0.07% 269
2020
Q2 		$607K Buy
+11,277
New +$599K 0.08% 252
2018
Q2 		– Sell
-1,770
Closed -$87K – 433
2018
Q1 		$87K Hold
1,770
– – 0.02% 518
2017
Q4 		$89K Buy
+1,770
New +$89.7K 0.02% 522

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

IHT Wealth Management's AGGY Position: Q2 2026 in Review

IHT Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 5,210 shares — an estimated $226K sold.

IHT Wealth Management first reported a position in AGGY in Q4 2017 and held it in 26 quarters. The position peaked at $959K in Q4 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • IHT Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 5,210 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $226K.
  • IHT Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and held it in 26 quarters.
  • IHT Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $959K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.