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

Leuthold 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
2025
Q3 		– Sell
-10,932
Closed -$477K – 208
2025
Q2 		$477K Buy
+10,932
New +$471K 0.06% 157

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Leuthold Group's AGGY Position: Q3 2025 in Review

Leuthold Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 10,932 shares — an estimated $477K sold.

Leuthold Group first reported a position in AGGY in Q2 2025 and held it in 1 quarter. The position peaked at $477K in Q2 2025. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Leuthold Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Leuthold Group sold 10,932 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $477K.
  • Leuthold Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2025 and held it in 1 quarter.
  • Leuthold Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $477K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Leuthold Group's 13F filing for Q3 2025, filed 6 Nov 2025.