IFWM
AGGY icon

Institute for Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Institute for Wealth Management’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 		$74.8K Sell
1,721
-3,469
-67% -$151K 0.01% 767
2026
Q1 		$226K Sell
5,190
-427
-8% -$18.8K 0.02% 498
2025
Q4 		$247K Sell
5,617
-7,820
-58% -$346K 0.03% 490
2025
Q3 		$595K Buy
13,437
+86
+0.6% +$3.77K 0.06% 288
2025
Q2 		$582K Buy
13,351
+149
+1% +$6.41K 0.06% 282
2025
Q1 		$573K Buy
13,202
+169
+1% +$7.29K 0.07% 267
2024
Q4 		$559K Buy
13,033
+1,426
+12% +$62.3K 0.07% 268
2024
Q3 		$519K Sell
11,607
-696
-6% -$30.7K 0.07% 292
2024
Q2 		$529K Sell
12,303
-539
-4% -$23.1K 0.07% 267
2024
Q1 		$557K Sell
12,842
-175
-1% -$7.6K 0.07% 267
2023
Q4 		$573K Sell
13,017
-275
-2% -$11.6K 0.09% 240
2023
Q3 		$552K Sell
13,292
-7,549
-36% -$321K 0.1% 240
2023
Q2 		$898K Buy
20,841
+1,473
+8% +$64K 0.15% 164
2023
Q1 		$846K Buy
19,368
+1,655
+9% +$72K 0.16% 162
2022
Q4 		$755K Buy
17,713
+11,253
+174% +$478K 0.16% 180
2022
Q3 		$273K Buy
6,460
+155
+2% +$6.92K 0.06% 357
2022
Q2 		$282K Buy
6,305
+160
+3% +$7.28K 0.06% 407
2022
Q1 		$294K Buy
+6,145
New +$304K 0.05% 431
2020
Q1 		– Sell
-1,850
Closed -$97K – 404
2019
Q4 		$97K Buy
+1,850
New +$96.6K 0.02% 476

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

Institute for Wealth Management's AGGY Position: Q2 2026 in Review

Institute for Wealth Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 67% in Q2 2026, selling an estimated $151K and leaving 1,721 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #767.

Institute for Wealth Management first reported a position in AGGY in Q4 2019 and has held it in 19 quarters since. The position peaked at $898K in Q2 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Institute for Wealth Management held 1,721 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $74.8K as of Q2 2026.
  • Institute for Wealth Management sold 3,469 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $151K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Institute for Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and has held it in 19 quarters since.
  • Institute for Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $898K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.