Key Financial Inc’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Key Financial Inc’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	$24.9K	Hold	573	–	–	﹤0.01%	681
2026 Q1	$24.9K	Buy	573 +222	+63%	+$9.78K	﹤0.01%	677
2025 Q4	$15.5K	Hold	351	–	–	﹤0.01%	775
2025 Q3	$15.5K	Hold	351	–	–	﹤0.01%	770
2025 Q2	$15.3K	Buy	351 +214	+156%	+$9.21K	﹤0.01%	751
2025 Q1	$5.95K	Hold	137	–	–	﹤0.01%	953
2024 Q4	$5.88K	Hold	137	–	–	﹤0.01%	941
2024 Q3	$6.13K	Hold	137	–	–	﹤0.01%	927
2024 Q2	$5.89K	Hold	137	–	–	﹤0.01%	918
2024 Q1	$5.95K	Hold	137	–	–	﹤0.01%	895
2023 Q4	$6.03K	Hold	137	–	–	﹤0.01%	870
2023 Q3	$5.69K	Hold	137	–	–	﹤0.01%	864
2023 Q2	$5.9K	Buy	+137	New	+$5.95K	﹤0.01%	870

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

Key Financial Inc's AGGY Position: Q2 2026 in Review

Key Financial Inc held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 573 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Key Financial Inc first reported a position in AGGY in Q2 2023 and has held it in 13 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Key Financial Inc held 573 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $24.9K as of Q2 2026.
Key Financial Inc left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #681 holding.
Key Financial Inc first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.