Kingdom Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Kingdom Financial Group’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	–	Sell	-4,483	Closed	-$195K	–	854
2026 Q1	$195K	Sell	4,483 -2,545	-36%	-$112K	0.06%	150
2025 Q4	$310K	Buy	+7,028	New	+$311K	0.1%	104
2024 Q1	–	Sell	-19,808	Closed	-$872K	–	64
2023 Q4	$872K	Buy	19,808 +6,039	+44%	+$255K	0.76%	28
2023 Q3	$572K	Buy	13,769 +1,484	+12%	+$63.1K	0.54%	33
2023 Q2	$529K	Buy	+12,285	New	+$534K	0.52%	34

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

Kingdom Financial Group's AGGY Position: Q2 2026 in Review

Kingdom Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 4,483 shares — an estimated $195K sold.

Kingdom Financial Group first reported a position in AGGY in Q2 2023 and held it in 5 quarters. The position peaked at $872K in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Kingdom Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Kingdom Financial Group sold 4,483 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $195K.
Kingdom Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and held it in 5 quarters.
Kingdom Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $872K in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.