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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
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 		$2.33M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
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

Insight Advisors's AGGY Position: Q1 2026 in Review

Insight Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 89% in Q1 2026, selling an estimated $7.99M and leaving 23,508 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #79.

Insight Advisors first reported a position in AGGY in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.02M in Q4 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Insight Advisors held 23,508 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.02M as of Q1 2026.
  • Insight Advisors sold 181,329 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $7.99M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.19% of Insight Advisors's portfolio in Q1 2026, its #79 holding.
  • Insight Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.02M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.