LPL Financial
AGGY icon

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

LPL Financial’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 		$65.3M Buy
1,503,200
+25,942
+2% +$1.14M 0.02% 789
2025
Q4 		$65.1M Buy
1,477,258
+220,807
+18% +$9.78M 0.02% 749
2025
Q3 		$55.6M Buy
1,256,451
+31,863
+3% +$1.4M 0.02% 800
2025
Q2 		$53.4M Sell
1,224,588
-11,663
-0.9% -$502K 0.02% 731
2025
Q1 		$53.7M Sell
1,236,251
-70,783
-5% -$3.06M 0.02% 658
2024
Q4 		$56.1M Buy
1,307,034
+143,924
+12% +$6.29M 0.02% 602
2024
Q3 		$52M Sell
1,163,110
-54,619
-4% -$2.41M 0.02% 598
2024
Q2 		$52.3M Sell
1,217,729
-4,764
-0.4% -$204K 0.03% 542
2024
Q1 		$53.1M Sell
1,222,493
-212,968
-15% -$9.25M 0.03% 530
2023
Q4 		$63.2M Buy
1,435,461
+91,179
+7% +$3.85M 0.04% 426
2023
Q3 		$55.8M Sell
1,344,282
-151,696
-10% -$6.45M 0.04% 424
2023
Q2 		$64.5M Sell
1,495,978
-322,635
-18% -$14M 0.05% 363
2023
Q1 		$79.5M Buy
1,818,613
+18,686
+1% +$813K 0.06% 288
2022
Q4 		$76.8M Buy
1,799,927
+186,033
+12% +$7.9M 0.07% 278
2022
Q3 		$68.1M Buy
1,613,894
+60,631
+4% +$2.71M 0.07% 277
2022
Q2 		$69.4M Sell
1,553,263
-23,692
-2% -$1.08M 0.07% 272
2022
Q1 		$75.5M Buy
1,576,955
+193,052
+14% +$9.54M 0.06% 275
2021
Q4 		$71.5M Buy
1,383,903
+9,385
+0.7% +$486K 0.06% 289
2021
Q3 		$71.4M Buy
1,374,518
+86,045
+7% +$4.53M 0.07% 268
2021
Q2 		$67.3M Sell
1,288,473
-23,271
-2% -$1.21M 0.07% 263
2021
Q1 		$67.2M Buy
1,311,744
+39,487
+3% +$2.07M 0.08% 242
2020
Q4 		$68.3M Buy
1,272,257
+180,555
+17% +$9.68M 0.09% 214
2020
Q3 		$58.8M Buy
1,091,702
+380,798
+54% +$20.6M 0.09% 203
2020
Q2 		$38.3M Buy
710,904
+231,129
+48% +$12.3M 0.07% 253
2020
Q1 		$24.8M Buy
479,775
+139,421
+41% +$7.3M 0.05% 267
2019
Q4 		$17.8M Buy
340,354
+36,323
+12% +$1.9M 0.03% 395
2019
Q3 		$15.9M Buy
304,031
+7,006
+2% +$364K 0.03% 387
2019
Q2 		$15.2M Buy
297,025
+280,681
+1,717% +$14.1M 0.03% 394
2019
Q1 		$814K Buy
16,344
+6,795
+71% +$332K ﹤0.01% 1797
2018
Q4 		$460K Buy
9,549
+1,302
+16% +$62.1K ﹤0.01% 2104
2018
Q3 		$399K Buy
8,247
+365
+5% +$17.7K ﹤0.01% 2424
2018
Q2 		$382K Buy
7,882
+1,507
+24% +$73.3K ﹤0.01% 2429
2018
Q1 		$314K Buy
6,375
+1,397
+28% +$69.3K ﹤0.01% 2565
2017
Q4 		$253K Buy
+4,978
New +$252K ﹤0.01% 2635
2017
Q2 		– Sell
-4,299
Closed -$215K – 2799
2017
Q1 		$215K Sell
4,299
-43,945
-91% -$2.18M ﹤0.01% 2449
2016
Q4 		$2.39M Buy
48,244
+3,975
+9% +$201K 0.02% 710
2016
Q3 		$2.29M Buy
44,269
+1,724
+4% +$89.7K 0.02% 701
2016
Q2 		$2.22M Sell
42,545
-7,757
-15% -$395K 0.02% 711
2016
Q1 		$2.55M Buy
+50,302
New +$2.5M 0.01% 1052

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial's AGGY Position: Q1 2026 in Review

LPL Financial increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.8% in Q1 2026, buying an estimated $1.14M and bringing the position to 1,503,200 shares worth $65.3M. The position accounts for 0.02% of the portfolio, ranked #789.

LPL Financial first reported a position in AGGY in Q1 2016 and has held it in 39 quarters since. The position peaked at $79.5M in Q1 2023. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • LPL Financial held 1,503,200 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $65.3M as of Q1 2026.
  • LPL Financial bought 25,942 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.14M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of LPL Financial's portfolio in Q1 2026, its #789 holding.
  • LPL Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2016 and has held it in 39 quarters since.
  • LPL Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $79.5M in Q1 2023.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.