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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Lionshead Wealth Management's AGGY Position: Q1 2026 in Review

Lionshead Wealth Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 11% in Q1 2026, buying an estimated $47.8K and bringing the position to 10,835 shares worth $471K. The position accounts for 0.35% of the portfolio, ranked #60.

Lionshead Wealth Management first reported a position in AGGY in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Lionshead Wealth Management held 10,835 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $471K as of Q1 2026.
Lionshead Wealth Management bought 1,086 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $47.8K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.35% of Lionshead Wealth Management's portfolio in Q1 2026, its #60 holding.
Lionshead Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.