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

Merit Financial Group’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	$418K	Sell	9,622 -98,410	-91%	-$4.29M	﹤0.01%	1606
2026 Q1	$4.69M	Sell	108,032 -24,205	-18%	-$1.07M	0.03%	408
2025 Q4	$5.83M	Buy	+132,237	New	+$5.86M	0.05%	324
2025 Q1	–	Sell	-5,894	Closed	-$253K	–	1401
2024 Q4	$253K	Buy	+5,894	New	+$258K	﹤0.01%	999
2024 Q3	–	Sell	-5,798	Closed	-$249K	–	832
2024 Q2	$249K	Buy	5,798 +9	+0.2%	+$385	0.01%	780
2024 Q1	$247K	Sell	5,789 -1,597	-22%	-$69.3K	0.01%	768
2023 Q4	$325K	Sell	7,386 -43	-0.6%	-$1.81K	0.01%	600
2023 Q3	$308K	Sell	7,429 -7,417	-50%	-$315K	0.01%	581
2023 Q2	$640K	Sell	14,846 -11,044	-43%	-$480K	0.02%	413
2023 Q1	$1.13M	Sell	25,890 -371	-1%	-$16.1K	0.04%	274
2022 Q4	$1.12M	Buy	+26,261	New	+$1.12M	0.04%	279
2020 Q4	–	Sell	-19,214	Closed	-$1.03M	–	215
2020 Q3	$1.03M	Sell	19,214 -15,058	-44%	-$815K	0.09%	86
2020 Q2	$1.84M	Buy	+34,272	New	+$1.82M	0.18%	43
2019 Q4	–	Sell	-68,250	Closed	-$3.57M	–	233
2019 Q3	$3.57M	Buy	+68,250	New	+$3.55M	0.39%	14

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

Merit Financial Group's AGGY Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 91% in Q2 2026, selling an estimated $4.29M and leaving 9,622 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Merit Financial Group first reported a position in AGGY in Q3 2019 and has held it in 14 quarters since. The position peaked at $5.83M in Q4 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Merit Financial Group held 9,622 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $418K as of Q2 2026.
Merit Financial Group sold 98,410 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $4.29M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1606 holding.
Merit Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and has held it in 14 quarters since.
Merit Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.83M in Q4 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.