My Legacy Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

My Legacy Advisors’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 Q2	$823K	Sell	18,948 -1,741	-8%	-$74.9K	0.29%	96
2025 Q1	$899K	Sell	20,689 -94	-0.5%	-$4.06K	0.35%	82
2024 Q4	$888K	Sell	20,783 -450	-2%	-$19.7K	0.34%	80
2024 Q3	$949K	Sell	21,233 -33,073	-61%	-$1.46M	0.37%	76
2024 Q2	$2.33M	Sell	54,306 -12,095	-18%	-$518K	0.75%	31
2024 Q1	$2.88M	Sell	66,401 -7,605	-10%	-$330K	0.97%	23
2023 Q4	$3.24M	Buy	74,006 +1,574	+2%	+$66.4K	1.17%	17
2023 Q3	$2.95M	Buy	72,432 +5,604	+8%	+$238K	1.2%	15
2023 Q2	$2.9M	Buy	66,828 +5,995	+10%	+$261K	1.14%	14
2023 Q1	$2.67M	Buy	60,833 +4,398	+8%	+$191K	1.14%	15
2022 Q4	$2.49M	Sell	56,435 -2,259	-4%	-$96K	1.06%	16
2022 Q3	$2.44M	Buy	58,694 +5,567	+10%	+$249K	1.23%	14
2022 Q2	$2.38M	Buy	53,127 +34,181	+180%	+$1.55M	1.19%	15
2022 Q1	$907K	Buy	+18,946	New	+$936K	0.42%	76

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PWMG

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

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

My Legacy Advisors's AGGY Position: Q2 2025 in Review

My Legacy Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.4% in Q2 2025, selling an estimated $74.9K and leaving 18,948 shares worth $823K. The position accounts for 0.29% of the portfolio, ranked #96.

My Legacy Advisors first reported a position in AGGY in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.24M in Q4 2023. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

My Legacy Advisors held 18,948 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $823K as of Q2 2025.
My Legacy Advisors sold 1,741 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $74.9K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.29% of My Legacy Advisors's portfolio in Q2 2025, its #96 holding.
My Legacy Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.24M in Q4 2023.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.