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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WIM

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

GWM

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

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

KPWS

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

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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. 109 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.
109 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.