JT Stratford LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

JT Stratford LLC’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	$1.65M	Buy	38,006 +4,826	+15%	+$213K	0.21%	113
2025 Q4	$1.46M	Buy	33,180 +545	+2%	+$24.1K	0.19%	119
2025 Q3	$1.44M	Sell	32,635 -3,277	-9%	-$143K	0.19%	114
2025 Q2	$1.57M	Sell	35,912 -3,182	-8%	-$137K	0.24%	91
2025 Q1	$1.7M	Sell	39,094 -10,643	-21%	-$459K	0.3%	81
2024 Q4	$2.13M	Buy	49,737 +5,977	+14%	+$261K	0.35%	61
2024 Q3	$1.96M	Buy	43,760 +22,363	+105%	+$988K	0.33%	68
2024 Q2	$919K	Buy	21,397 +1,426	+7%	+$61.1K	0.17%	141
2024 Q1	$867K	Buy	19,971 +6,332	+46%	+$275K	0.17%	148
2023 Q4	$600K	Buy	13,639 +243	+2%	+$10.3K	0.14%	167
2023 Q3	$556K	Buy	13,396 +7,507	+127%	+$319K	0.14%	155
2023 Q2	$254K	Buy	+5,889	New	+$256K	0.07%	209

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

JT Stratford LLC's AGGY Position: Q1 2026 in Review

JT Stratford LLC increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 15% in Q1 2026, buying an estimated $213K and bringing the position to 38,006 shares worth $1.65M. The position accounts for 0.21% of the portfolio, ranked #113.

JT Stratford LLC first reported a position in AGGY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q4 2024. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

JT Stratford LLC held 38,006 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.65M as of Q1 2026.
JT Stratford LLC bought 4,826 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $213K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.21% of JT Stratford LLC's portfolio in Q1 2026, its #113 holding.
JT Stratford LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 12 quarters since.
JT Stratford LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $2.13M in Q4 2024.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.