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NewSquare Capital’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

NewSquare Capital’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 		$563K Buy
12,945
+195
+2% +$8.49K 0.04% 178
2026
Q1 		$554K Buy
12,750
+584
+5% +$25.7K 0.05% 162
2025
Q4 		$536K Sell
12,166
-382
-3% -$16.9K 0.05% 153
2025
Q3 		$556K Buy
12,548
+866
+7% +$37.9K 0.04% 151
2025
Q2 		$510K Buy
11,682
+346
+3% +$14.9K 0.04% 150
2025
Q1 		$492K Buy
11,336
+176
+2% +$7.6K 0.04% 150
2024
Q4 		$479K Buy
11,160
+697
+7% +$30.5K 0.04% 149
2024
Q3 		$468K Sell
10,463
-37
-0.4% -$1.63K 0.04% 148
2024
Q2 		$451K Buy
10,500
+260
+3% +$11.1K 0.04% 144
2024
Q1 		$444K Buy
10,240
+4,105
+67% +$178K 0.04% 145
2023
Q4 		$270K Buy
6,135
+285
+5% +$12K 0.03% 147
2023
Q3 		$243K Buy
5,850
+170
+3% +$7.23K 0.03% 151
2023
Q2 		$245K Buy
5,680
+70
+1% +$3.04K 0.03% 147
2023
Q1 		$245K Buy
5,610
+320
+6% +$13.9K 0.03% 147
2022
Q4 		$226K Buy
5,290
+200
+4% +$8.5K 0.03% 149
2022
Q3 		$215K Buy
5,090
+210
+4% +$9.37K 0.03% 145
2022
Q2 		$218K Sell
4,880
-2,100
-30% -$95.5K 0.03% 143
2022
Q1 		$334K Buy
6,980
+795
+13% +$39.3K 0.04% 149
2021
Q4 		$320K Buy
6,185
+1,145
+23% +$59.3K 0.03% 145
2021
Q3 		$262K Buy
5,040
+470
+10% +$24.7K 0.03% 149
2021
Q2 		$239K Buy
4,570
+615
+16% +$31.9K 0.03% 148
2021
Q1 		$202K Buy
3,955
+690
+21% +$36.2K 0.03% 141
2020
Q4 		$175K Buy
3,265
+1,505
+86% +$80.7K 0.02% 147
2020
Q3 		$95K Buy
1,760
+935
+113% +$50.6K 0.02% 146
2020
Q2 		$44K Buy
+825
New +$43.8K 0.01% 174

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

NewSquare Capital's AGGY Position: Q2 2026 in Review

NewSquare Capital increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.5% in Q2 2026, buying an estimated $8.49K and bringing the position to 12,945 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #178.

NewSquare Capital first reported a position in AGGY in Q2 2020 and has held it in 25 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • NewSquare Capital held 12,945 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $563K as of Q2 2026.
  • NewSquare Capital bought 195 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $8.49K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.04% of NewSquare Capital's portfolio in Q2 2026, its #178 holding.
  • NewSquare Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and has held it in 25 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.