Lloyd Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Lloyd Advisory Services’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	$2.01K	Sell	46 -4,437	-99%	-$193K	﹤0.01%	513
2026 Q1	$195K	Buy	4,483 +4,438	+9,862%	+$195K	0.06%	150
2025 Q4	$2K	Buy	+45	New	+$1.99K	﹤0.01%	454
2022 Q2	–	Sell	-1,957	Closed	-$94K	–	82
2022 Q1	$94K	Sell	1,957 -144	-7%	-$7.12K	0.04%	167
2021 Q4	$109K	Buy	2,101 +248	+13%	+$12.9K	0.05%	132
2021 Q3	$96K	Buy	1,853 +979	+112%	+$51.5K	0.05%	128
2021 Q2	$46K	Buy	874 +98	+13%	+$5.08K	0.02%	162
2021 Q1	$40K	Sell	776 -339	-30%	-$17.8K	0.02%	156
2020 Q4	$60K	Buy	1,115 +225	+25%	+$12.1K	0.03%	103
2020 Q3	$48K	Buy	890 +117	+15%	+$6.34K	0.03%	103
2020 Q2	$42K	Buy	773 +18	+2%	+$957	0.03%	109
2020 Q1	$39K	Buy	755 +279	+59%	+$14.6K	0.03%	99
2019 Q4	$25K	Buy	+476	New	+$24.9K	0.02%	176

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

Lloyd Advisory Services's AGGY Position: Q2 2026 in Review

Lloyd Advisory Services reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 99% in Q2 2026, selling an estimated $193K and leaving 46 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Lloyd Advisory Services first reported a position in AGGY in Q4 2019 and has held it in 13 quarters since. The position peaked at $195K in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Lloyd Advisory Services held 46 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.01K as of Q2 2026.
Lloyd Advisory Services sold 4,437 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $193K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #513 holding.
Lloyd Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $195K in Q1 2026.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.