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

NewEdge 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 		– Sell
-5,408
Closed -$235K – 3984
2025
Q1 		$235K Sell
5,408
-4,790
-47% -$207K ﹤0.01% 2022
2024
Q4 		$438K Buy
10,198
+4,337
+74% +$189K ﹤0.01% 1639
2024
Q3 		$262K Sell
5,861
-35,157
-86% -$1.55M ﹤0.01% 1883
2024
Q2 		$1.76M Buy
+41,018
New +$1.76M 0.01% 813
2021
Q3 		– Sell
-24,122
Closed -$1.26M – 1131
2021
Q2 		$1.26M Buy
24,122
+721
+3% +$37.3K 0.03% 424
2021
Q1 		$1.2M Buy
23,401
+4,659
+25% +$244K 0.04% 403
2020
Q4 		$1.01M Buy
+18,742
New +$1.01M 0.03% 415
2020
Q2 		– Sell
-6,467
Closed -$334K – 859
2020
Q1 		$334K Buy
+6,467
New +$339K 0.02% 568

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

NewEdge Advisors's AGGY Position: Q2 2025 in Review

NewEdge Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 5,408 shares — an estimated $235K sold.

NewEdge Advisors first reported a position in AGGY in Q1 2020 and held it in 8 quarters. The position peaked at $1.76M in Q2 2024. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • NewEdge Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 5,408 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $235K.
  • NewEdge Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 8 quarters.
  • NewEdge Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.76M in Q2 2024.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.