Lionshead Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Lionshead Wealth Management’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	$468K	Sell	10,753 -82	-0.8%	-$3.57K	0.3%	62
2026 Q1	$471K	Buy	10,835 +1,086	+11%	+$47.8K	0.35%	60
2025 Q4	$429K	Sell	9,749 -23	-0.2%	-$1.02K	0.32%	64
2025 Q3	$433K	Buy	9,772 +3,060	+46%	+$134K	0.34%	64
2025 Q2	$293K	Buy	6,712 +1,578	+31%	+$67.9K	0.27%	76
2025 Q1	$223K	Sell	5,134 -3,642	-41%	-$157K	0.23%	79
2024 Q4	$377K	Buy	+8,776	New	+$383K	0.27%	71

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

Lionshead Wealth Management's AGGY Position: Q2 2026 in Review

Lionshead Wealth Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.76% in Q2 2026, selling an estimated $3.57K and leaving 10,753 shares worth $468K. The position accounts for 0.3% of the portfolio, ranked #62.

Lionshead Wealth Management first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Lionshead Wealth Management held 10,753 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $468K as of Q2 2026.
Lionshead Wealth Management sold 82 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $3.57K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.3% of Lionshead Wealth Management's portfolio in Q2 2026, its #62 holding.
Lionshead Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $471K in Q1 2026.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.