MJT & Associates Financial Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

MJT & Associates Financial Advisory’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
2025 Q4	–	Sell	-163	Closed	-$7.22K	–	447
2025 Q3	$7.22K	Sell	163 -1,432	-90%	-$62.7K	0.01%	241
2025 Q2	$69.6K	Hold	1,595	–	–	0.09%	84
2025 Q1	$69.3K	Buy	+1,595	New	+$68.8K	0.07%	92

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

MJT & Associates Financial Advisory's AGGY Position: Q4 2025 in Review

MJT & Associates Financial Advisory sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2025, closing a stake of 163 shares — an estimated $7.22K sold.

MJT & Associates Financial Advisory first reported a position in AGGY in Q1 2025 and held it in 3 quarters. The position peaked at $69.6K in Q2 2025. 169 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

MJT & Associates Financial Advisory reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
MJT & Associates Financial Advisory sold 163 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $7.22K.
MJT & Associates Financial Advisory first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and held it in 3 quarters.
MJT & Associates Financial Advisory's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $69.6K in Q2 2025.
169 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.