Morgan Stanley
AGGY icon

Morgan Stanley’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Morgan Stanley’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
Q1 		$11.5M Buy
264,328
+24,151
+10% +$1.06M ﹤0.01% 3458
2025
Q4 		$10.6M Buy
240,177
+4,297
+2% +$190K ﹤0.01% 3561
2025
Q3 		$10.4M Buy
235,880
+14,699
+7% +$644K ﹤0.01% 3505
2025
Q2 		$9.65M Sell
221,181
-158,851
-42% -$6.84M ﹤0.01% 3477
2025
Q1 		$16.5M Buy
380,032
+19,902
+6% +$859K ﹤0.01% 2881
2024
Q4 		$15.5M Sell
360,130
-1,050
-0.3% -$45.9K ﹤0.01% 3010
2024
Q3 		$16.1M Buy
361,180
+30,078
+9% +$1.33M ﹤0.01% 3005
2024
Q2 		$14.2M Sell
331,102
-187,203
-36% -$8.02M ﹤0.01% 3030
2024
Q1 		$22.5M Sell
518,305
-323,839
-38% -$14.1M ﹤0.01% 2565
2023
Q4 		$37.1M Buy
842,144
+447,473
+113% +$18.9M ﹤0.01% 2762
2023
Q3 		$16.4M Buy
394,671
+15,881
+4% +$675K ﹤0.01% 2665
2023
Q2 		$16.3M Buy
378,790
+179,223
+90% +$7.79M ﹤0.01% 2680
2023
Q1 		$8.72M Buy
199,567
+33,700
+20% +$1.47M ﹤0.01% 3260
2022
Q4 		$7.07M Buy
165,867
+8,551
+5% +$363K ﹤0.01% 3422
2022
Q3 		$6.64M Sell
157,316
-4,744
-3% -$212K ﹤0.01% 3411
2022
Q2 		$7.25M Buy
162,060
+4,259
+3% +$194K ﹤0.01% 3411
2022
Q1 		$7.55M Sell
157,801
-61,793
-28% -$3.05M ﹤0.01% 3236
2021
Q4 		$11.3M Sell
219,594
-3,717
-2% -$193K ﹤0.01% 2816
2021
Q3 		$11.6M Buy
223,311
+3,582
+2% +$188K ﹤0.01% 2718
2021
Q2 		$11.5M Sell
219,729
-47,137
-18% -$2.44M ﹤0.01% 2829
2021
Q1 		$13.7M Sell
266,866
-7,222
-3% -$378K ﹤0.01% 2322
2020
Q4 		$14.7M Sell
274,088
-2,734
-1% -$147K ﹤0.01% 2106
2020
Q3 		$14.9M Sell
276,822
-21,505
-7% -$1.16M ﹤0.01% 1693
2020
Q2 		$16.1M Buy
298,327
+59,895
+25% +$3.18M ﹤0.01% 1573
2020
Q1 		$12.3M Buy
238,432
+18,603
+8% +$974K ﹤0.01% 1628
2019
Q4 		$11.5M Buy
219,829
+53,953
+33% +$2.82M ﹤0.01% 2267
2019
Q3 		$8.67M Buy
165,876
+18,969
+13% +$986K ﹤0.01% 2282
2019
Q2 		$7.53M Buy
146,907
+35,201
+32% +$1.77M ﹤0.01% 2463
2019
Q1 		$5.57M Sell
111,706
-42,702
-28% -$2.09M ﹤0.01% 2605
2018
Q4 		$7.45M Sell
154,408
-62,547
-29% -$2.98M ﹤0.01% 2447
2018
Q3 		$10.5M Sell
216,955
-39,806
-16% -$1.93M ﹤0.01% 2370
2018
Q2 		$12.4M Buy
256,761
+19,351
+8% +$942K ﹤0.01% 2125
2018
Q1 		$11.7M Sell
237,410
-50,706
-18% -$2.51M ﹤0.01% 2194
2017
Q4 		$14.6M Buy
288,116
+104,122
+57% +$5.28M ﹤0.01% 1994
2017
Q3 		$9.33M Buy
183,994
+23,756
+15% +$1.21M ﹤0.01% 2352
2017
Q2 		$8.09M Buy
160,238
+50,483
+46% +$2.54M ﹤0.01% 2383
2017
Q1 		$5.47M Buy
109,755
+34,221
+45% +$1.7M ﹤0.01% 2767
2016
Q4 		$3.75M Sell
75,534
-86,159
-53% -$4.35M ﹤0.01% 3301
2016
Q3 		$8.41M Buy
161,693
+154,638
+2,192% +$8.05M ﹤0.01% 2162
2016
Q2 		$365K Buy
+7,055
New +$360K ﹤0.01% 4601

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Morgan Stanley's AGGY Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 10% in Q1 2026, buying an estimated $1.06M and bringing the position to 264,328 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3458.

Morgan Stanley first reported a position in AGGY in Q2 2016 and has held it in 40 quarters since. The position peaked at $37.1M in Q4 2023. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Morgan Stanley held 264,328 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $11.5M as of Q1 2026.
  • Morgan Stanley bought 24,151 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.06M.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3458 holding.
  • Morgan Stanley first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2016 and has held it in 40 quarters since.
  • Morgan Stanley's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $37.1M in Q4 2023.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.