MML Investors Services
AGGY icon

MML Investors Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

MML Investors Services’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 		$3.49M Buy
80,302
+26,092
+48% +$1.14M 0.01% 1200
2026
Q1 		$2.36M Sell
54,210
-19,688
-27% -$867K 0.01% 1226
2025
Q4 		$3.26M Buy
73,898
+5,753
+8% +$255K 0.01% 1104
2025
Q3 		$3.02M Buy
68,145
+4,468
+7% +$196K 0.01% 1092
2025
Q2 		$2.78M Buy
63,677
+7,865
+14% +$339K 0.01% 1074
2025
Q1 		$2.42M Sell
55,812
-7,915
-12% -$342K 0.01% 1071
2024
Q4 		$2.73M Sell
63,727
-397
-0.6% -$17.3K 0.01% 971
2024
Q3 		$2.87M Sell
64,124
-19,704
-24% -$870K 0.01% 920
2024
Q2 		$3.6M Buy
83,828
+4,205
+5% +$180K 0.01% 772
2024
Q1 		$3.46M Sell
79,623
-4,069
-5% -$177K 0.01% 796
2023
Q4 		$3.68M Sell
83,692
-17,179
-17% -$725K 0.02% 731
2023
Q3 		$4.19M Buy
100,871
+8,872
+10% +$377K 0.02% 614
2023
Q2 		$3.96M Buy
91,999
+13,460
+17% +$585K 0.02% 627
2023
Q1 		$3.43M Sell
78,539
-28,816
-27% -$1.25M 0.02% 586
2022
Q4 		$4.58M Buy
107,355
+12,504
+13% +$531K 0.03% 515
2022
Q3 		$4M Buy
94,851
+11,107
+13% +$496K 0.03% 511
2022
Q2 		$3.74M Sell
83,744
-4
-0% -$182 0.03% 517
2022
Q1 		$4.01M Buy
83,748
+13,398
+19% +$662K 0.03% 521
2021
Q4 		$3.64M Buy
70,350
+25,865
+58% +$1.34M 0.03% 534
2021
Q3 		$2.31M Buy
44,485
+5,923
+15% +$312K 0.02% 668
2021
Q2 		$2.01M Buy
38,562
+16,072
+71% +$833K 0.02% 708
2021
Q1 		$1.15M Buy
22,490
+10,158
+82% +$532K 0.01% 859
2020
Q4 		$662K Sell
12,332
-59,543
-83% -$3.19M 0.01% 1015
2020
Q3 		$3.87M Buy
71,875
+51,911
+260% +$2.81M 0.05% 329
2020
Q2 		$1.07M Sell
19,964
-8,573
-30% -$456K 0.01% 692
2020
Q1 		$1.47M Buy
28,537
+6,584
+30% +$345K 0.03% 499
2019
Q4 		$1.15M Buy
21,953
+9,699
+79% +$506K 0.02% 672
2019
Q3 		$641K Buy
+12,254
New +$637K 0.01% 849

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

MML Investors Services's AGGY Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 48% in Q2 2026, buying an estimated $1.14M and bringing the position to 80,302 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #1200.

MML Investors Services first reported a position in AGGY in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.58M in Q4 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • MML Investors Services held 80,302 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.49M as of Q2 2026.
  • MML Investors Services bought 26,092 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.14M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1200 holding.
  • MML Investors Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and has held it in 28 quarters since.
  • MML Investors Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $4.58M in Q4 2022.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.