Insight Advisors
AGGY icon

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

Insight 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
Q3 		$702K Sell
17,036
-500
-3% -$21.3K 0.12% 105
2026
Q2 		$762K Sell
17,536
-5,972
-25% -$260K 0.13% 97
2026
Q1 		$1.02M Sell
23,508
-181,329
-89% -$7.99M 0.19% 79
2025
Q4 		$9.02M Buy
204,837
+5,850
+3% +$259K 1.37% 11
2025
Q3 		$8.81M Buy
198,987
+869
+0.4% +$38K 1.35% 11
2025
Q2 		$8.64M Sell
198,118
-9,490
-5% -$409K 1.39% 11
2025
Q1 		$9.02M Buy
207,608
+15,387
+8% +$664K 1.57% 9
2024
Q4 		$8.25M Buy
192,221
+33,259
+21% +$1.45M 1.39% 9
2024
Q3 		$7.11M Buy
158,962
+24,861
+19% +$1.1M 1.23% 10
2024
Q2 		$5.76M Buy
134,101
+49,407
+58% +$2.12M 1.04% 11
2024
Q1 		$3.68M Buy
84,694
+61,806
+270% +$2.68M 0.71% 19
2023
Q4 		$1.01M Buy
22,888
+88
+0.4% +$3.71K 0.21% 82
2023
Q3 		$946K Buy
22,800
+35
+0.2% +$1.49K 0.22% 82
2023
Q2 		$981K Sell
22,765
-93
-0.4% -$4.04K 0.22% 79
2023
Q1 		$999K Buy
22,858
+2,465
+12% +$107K 0.23% 70
2022
Q4 		$874K Buy
20,393
+208
+1% +$8.84K 0.31% 85
2022
Q3 		$852K Sell
20,185
-1,523
-7% -$68K 0.33% 84
2022
Q2 		$998K Sell
21,708
-11,031
-34% -$502K 0.34% 77
2022
Q1 		$1.57M Sell
32,739
-10,999
-25% -$543K 0.47% 53
2021
Q4 		$2.26M Sell
43,738
-934
-2% -$48.4K 0.67% 38
2021
Q3 		$2.32M Buy
44,672
+2,964
+7% +$156K 0.69% 34
2021
Q2 		$2.21M Buy
41,708
+4,326
+12% +$224K 0.69% 35
2021
Q1 		$1.93M Buy
37,382
+3,633
+11% +$190K 0.61% 39
2020
Q4 		$1.81M Buy
+33,749
New +$1.81M 0.69% 37

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Broussard Financial Group
Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Insight Advisors's AGGY Position: Q3 2026 in Review

Insight Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2.9% in Q3 2026, selling an estimated $21.3K and leaving 17,036 shares worth $702K. The position accounts for 0.12% of the portfolio, ranked #105.

Insight Advisors first reported a position in AGGY in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.02M in Q4 2025. 87 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • Insight Advisors held 17,036 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $702K as of Q3 2026.
  • Insight Advisors sold 500 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $21.3K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.12% of Insight Advisors's portfolio in Q3 2026, its #105 holding.
  • Insight Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.02M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.