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 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 $1.37T 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 $1.79B AUM 17.59% 1-Year Est. Return

Independent Advisor Alliance's AGGY Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026: 34,393 shares worth $1.49M. The stake represents 0.02% of the portfolio and ranks #650 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in AGGY as recently as Q4 2024.

Independent Advisor Alliance first reported a position in AGGY in Q4 2019 and has held it in 3 quarters since. The position peaked at $3.38M in Q4 2024. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Independent Advisor Alliance held 34,393 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.49M as of Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Independent Advisor Alliance position in Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #650 holding.
Independent Advisor Alliance first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and has held it in 3 quarters since.
Independent Advisor Alliance's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.38M in Q4 2024.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.