James Investment Research’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

James Investment Research’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	$1.23M	Buy	28,203 +5,028	+22%	+$219K	0.12%	164
2026 Q1	$1.01M	Buy	23,175 +2,297	+11%	+$101K	0.11%	167
2025 Q4	$920K	Buy	20,878 +9,672	+86%	+$429K	0.1%	173
2025 Q3	$496K	Buy	11,206 +1,430	+15%	+$62.6K	0.05%	241
2025 Q2	$427K	Buy	9,776 +492	+5%	+$21.2K	0.05%	235
2025 Q1	$403K	Buy	9,284 +1,168	+14%	+$50.4K	0.05%	224
2024 Q4	$348K	Buy	8,116 +1,225	+18%	+$53.5K	0.04%	253
2024 Q3	$308K	Buy	6,891 +567	+9%	+$25K	0.04%	270
2024 Q2	$272K	Buy	6,324 +1,227	+24%	+$52.5K	0.03%	272
2024 Q1	$221K	Buy	+5,097	New	+$221K	0.03%	289

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

James Investment Research's AGGY Position: Q2 2026 in Review

James Investment Research increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 22% in Q2 2026, buying an estimated $219K and bringing the position to 28,203 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #164.

James Investment Research first reported a position in AGGY in Q1 2024 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

James Investment Research held 28,203 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.23M as of Q2 2026.
James Investment Research bought 5,028 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $219K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.12% of James Investment Research's portfolio in Q2 2026, its #164 holding.
James Investment Research first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.