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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
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 		$2.33M 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 $1.55T 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

Insight Advisors's AGGY Position: Q2 2026 in Review

Insight Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 25% in Q2 2026, selling an estimated $260K and leaving 17,536 shares worth $762K. The position accounts for 0.13% of the portfolio, ranked #97.

Insight Advisors first reported a position in AGGY in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.02M in Q4 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Insight Advisors held 17,536 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $762K as of Q2 2026.
  • Insight Advisors sold 5,972 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $260K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.13% of Insight Advisors's portfolio in Q2 2026, its #97 holding.
  • Insight Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $9.02M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.