Independent Advisor Alliance’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Independent Advisor Alliance’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	-34,393	Closed	-$1.49M	–	1060
2026 Q1	$1.49M	Buy	+34,393	New	+$1.51M	0.02%	650
2025 Q1	–	Sell	-78,660	Closed	-$3.38M	–	815
2024 Q4	$3.38M	Buy	+78,660	New	+$3.44M	0.04%	363
2020 Q1	–	Sell	-31,908	Closed	-$1.67M	–	432
2019 Q4	$1.67M	Buy	+31,908	New	+$1.67M	0.07%	263

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

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

Independent Advisor Alliance's AGGY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 34,393 shares — an estimated $1.49M sold.

Independent Advisor Alliance first reported a position in AGGY in Q4 2019 and held it in 3 quarters. The position peaked at $3.38M in Q4 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 34,393 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.49M.
Independent Advisor Alliance first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.38M in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.