MF
AGGY icon

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

Meridian 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
Q2 		$248K Sell
5,693
-193
-3% -$8.4K 0.12% 133
2026
Q1 		$256K Buy
5,886
+54
+0.9% +$2.38K 0.14% 121
2025
Q4 		$257K Buy
5,832
+58
+1% +$2.57K 0.14% 120
2025
Q3 		$256K Sell
5,774
-244
-4% -$10.7K 0.14% 116
2025
Q2 		$263K Buy
6,018
+67
+1% +$2.88K 0.17% 101
2025
Q1 		$258K Sell
5,951
-1,364
-19% -$58.9K 0.18% 97
2024
Q4 		$314K Buy
7,315
+167
+2% +$7.3K 0.22% 84
2024
Q3 		$320K Buy
7,148
+59
+0.8% +$2.6K 0.21% 94
2024
Q2 		$305K Buy
7,089
+158
+2% +$6.77K 0.22% 89
2024
Q1 		$301K Sell
6,931
-144
-2% -$6.25K 0.22% 91
2023
Q4 		$311K Buy
7,075
+139
+2% +$5.86K 0.24% 76
2023
Q3 		$288K Buy
6,936
+61
+0.9% +$2.59K 0.27% 70
2023
Q2 		$296K Buy
6,875
+161
+2% +$7K 0.27% 75
2023
Q1 		$293K Buy
6,714
+454
+7% +$19.8K 0.29% 68
2022
Q4 		$267K Sell
6,260
-256
-4% -$10.9K 0.28% 69
2022
Q3 		$275K Buy
6,516
+580
+10% +$25.9K 0.32% 62
2022
Q2 		$265K Buy
5,936
+117
+2% +$5.32K 0.3% 70
2022
Q1 		$278K Sell
5,819
-1,089
-16% -$53.8K 0.29% 64
2021
Q4 		$357K Buy
+6,908
New +$358K 0.33% 61

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meridian Financial's AGGY Position: Q2 2026 in Review

Meridian Financial reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.3% in Q2 2026, selling an estimated $8.4K and leaving 5,693 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #133.

Meridian Financial first reported a position in AGGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $357K in Q4 2021. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Meridian Financial held 5,693 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $248K as of Q2 2026.
  • Meridian Financial sold 193 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $8.4K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.12% of Meridian Financial's portfolio in Q2 2026, its #133 holding.
  • Meridian Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $357K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.