McDonald Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

McDonald Partners’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	$7.52K	Buy	+173	New	+$7.53K	﹤0.01%	504

Other funds holding AGGY

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $125M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

McDonald Partners's AGGY Position: Q2 2026 in Review

McDonald Partners opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 173 shares worth $7.52K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

61 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

McDonald Partners held 173 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $7.52K as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new McDonald Partners position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #504 holding.
61 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.