Integrity Alliance’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Integrity 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 Q2	$1.25M	Buy	28,863 +3,448	+14%	+$150K	0.04%	306
2026 Q1	$1.1M	Buy	25,415 +1,331	+6%	+$58.6K	0.04%	280
2025 Q4	$1.06M	Sell	24,084 -1,250	-5%	-$55.4K	0.04%	301
2025 Q3	$1.12M	Sell	25,334 -2,645	-9%	-$116K	0.05%	229
2025 Q2	$1.22M	Sell	27,979 -3,043	-10%	-$131K	0.07%	196
2025 Q1	$1.35M	Buy	31,022 +8,196	+36%	+$354K	0.05%	231
2024 Q4	$980K	Buy	+22,826	New	+$997K	0.11%	100

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Integrity Alliance's AGGY Position: Q2 2026 in Review

Integrity Alliance increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 14% in Q2 2026, buying an estimated $150K and bringing the position to 28,863 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #306.

Integrity Alliance first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Integrity Alliance held 28,863 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.25M as of Q2 2026.
Integrity Alliance bought 3,448 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $150K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.04% of Integrity Alliance's portfolio in Q2 2026, its #306 holding.
Integrity Alliance first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
Integrity Alliance's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.35M in Q1 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.