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Main Street Financial Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Main Street Financial Solutions’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 		$2.72M Sell
62,597
-9,610
-13% -$419K 0.17% 121
2026
Q1 		$3.14M Buy
+72,207
New +$3.18M 0.23% 92

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Main Street Financial Solutions's AGGY Position: Q2 2026 in Review

Main Street Financial Solutions reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 13% in Q2 2026, selling an estimated $419K and leaving 62,597 shares worth $2.72M. The position accounts for 0.17% of the portfolio, ranked #121.

Main Street Financial Solutions first reported a position in AGGY in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.14M in Q1 2026. 109 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Main Street Financial Solutions held 62,597 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.72M as of Q2 2026.
  • Main Street Financial Solutions sold 9,610 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $419K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.17% of Main Street Financial Solutions's portfolio in Q2 2026, its #121 holding.
  • Main Street Financial Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • Main Street Financial Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.14M in Q1 2026.
  • 109 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.