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Kestra Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Kestra Advisory Services’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 		$2.9M Sell
66,743
-32,255
-33% -$1.4M 0.01% 1136
2026
Q1 		$4.3M Buy
98,998
+34,500
+53% +$1.52M 0.02% 882
2025
Q4 		$2.84M Buy
64,498
+4,664
+8% +$207K 0.01% 1016
2025
Q3 		$2.65M Buy
59,834
+14,055
+31% +$615K 0.01% 1004
2025
Q2 		$2M Buy
45,779
+5,267
+13% +$227K 0.01% 1082
2025
Q1 		$1.76M Buy
40,512
+15,714
+63% +$678K 0.01% 1043
2024
Q4 		$1.06M Buy
24,798
+4,070
+20% +$178K 0.01% 1380
2024
Q3 		$927K Sell
20,728
-14,033
-40% -$620K 0.01% 1372
2024
Q2 		$1.49M Buy
34,761
+44
+0.1% +$1.88K 0.01% 1116
2024
Q1 		$1.51M Sell
34,717
-9,406
-21% -$408K 0.01% 1007
2023
Q4 		$1.94M Buy
44,123
+14,009
+47% +$591K 0.02% 806
2023
Q3 		$1.25M Buy
30,114
+19,370
+180% +$823K 0.01% 891
2023
Q2 		$463K Buy
10,744
+4,180
+64% +$182K ﹤0.01% 1361
2023
Q1 		$287K Sell
6,564
-1,576
-19% -$68.6K ﹤0.01% 1594
2022
Q4 		$347K Sell
8,140
-1,346
-14% -$57.2K ﹤0.01% 1637
2022
Q3 		$401K Buy
9,486
+7
+0.1% +$312 ﹤0.01% 1435
2022
Q2 		$424K Sell
9,479
-17,191
-64% -$782K ﹤0.01% 1419
2022
Q1 		$1.28M Sell
26,670
-492
-2% -$24.3K 0.01% 852
2021
Q4 		$1.4M Sell
27,162
-2,795
-9% -$145K 0.01% 836
2021
Q3 		$1.55M Sell
29,957
-3,352
-10% -$176K 0.02% 805
2021
Q2 		$1.74M Sell
33,309
-95,481
-74% -$4.95M 0.02% 698
2021
Q1 		$6.59M Sell
128,790
-4,809
-4% -$252K 0.08% 269
2020
Q4 		$7.17M Buy
133,599
+49,649
+59% +$2.66M 0.08% 264
2020
Q3 		$4.52M Buy
+83,950
New +$4.55M 0.08% 256

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

Kestra Advisory Services's AGGY Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 33% in Q2 2026, selling an estimated $1.4M and leaving 66,743 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #1136.

Kestra Advisory Services first reported a position in AGGY in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.17M in Q4 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Kestra Advisory Services held 66,743 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.9M as of Q2 2026.
  • Kestra Advisory Services sold 32,255 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.4M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1136 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $7.17M in Q4 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.