LFG
AGGY icon

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

Larson 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 		$416K Sell
9,578
-291
-3% -$12.7K 0.01% 610
2026
Q1 		$429K Sell
9,869
-120
-1% -$5.29K 0.01% 520
2025
Q4 		$440K Sell
9,989
-57
-0.6% -$2.52K 0.01% 496
2025
Q3 		$445K Sell
10,046
-144
-1% -$6.3K 0.02% 497
2025
Q2 		$445K Buy
10,190
+11
+0.1% +$474 0.02% 463
2025
Q1 		$442K Sell
10,179
-68
-0.7% -$2.94K 0.02% 433
2024
Q4 		$440K Sell
10,247
-533
-5% -$23.3K 0.02% 390
2024
Q3 		$482K Sell
10,780
-190
-2% -$8.39K 0.03% 344
2024
Q2 		$471K Buy
10,970
+10,955
+73,033% +$469K 0.03% 285
2024
Q1 		$658 Hold
15
– – ﹤0.01% 1517
2023
Q4 		$660 Hold
15
– – ﹤0.01% 1537
2023
Q3 		$623 Hold
15
– – ﹤0.01% 1554
2023
Q2 		$646 Hold
15
– – ﹤0.01% 1414
2023
Q1 		$655 Hold
15
– – ﹤0.01% 1391
2022
Q4 		$640 Hold
15
– – ﹤0.01% 1348
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1166
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1080
2022
Q1 		$1K Sell
15
-6
-29% -$296 ﹤0.01% 948
2021
Q4 		$1K Hold
21
– – ﹤0.01% 991
2021
Q3 		$1K Hold
21
– – ﹤0.01% 808
2021
Q2 		$1K Hold
21
– – ﹤0.01% 746
2021
Q1 		$1K Hold
21
– – ﹤0.01% 740
2020
Q4 		$1K Hold
21
– – ﹤0.01% 668
2020
Q3 		$1K Buy
+21
New +$1.14K ﹤0.01% 631

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

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

Larson Financial Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2.9% in Q2 2026, selling an estimated $12.7K and leaving 9,578 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #610.

Larson Financial Group first reported a position in AGGY in Q3 2020 and has held it in 24 quarters since. The position peaked at $482K in Q3 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Larson Financial Group held 9,578 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $416K as of Q2 2026.
  • Larson Financial Group sold 291 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $12.7K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #610 holding.
  • Larson Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and has held it in 24 quarters since.
  • Larson Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $482K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.