Obsidian Personal Planning Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$237K	Hold	5,364	–	–	0.08%	100
2025 Q2	$234K	Hold	5,364	–	–	0.09%	97
2025 Q1	$232K	Buy	5,364 +440	+9%	+$19K	0.1%	93
2024 Q4	$211K	Hold	4,924	–	–	0.1%	99
2024 Q3	$214K	Sell	4,924 -2,736	-36%	-$121K	0.11%	93
2024 Q2	$329K	Buy	7,660 +46	+0.6%	+$1.97K	0.2%	56
2024 Q1	$321K	Hold	7,614	–	–	0.21%	57
2023 Q4	$335K	Hold	7,614	–	–	0.26%	48
2023 Q3	$316K	Buy	+7,614	New	+$324K	0.27%	48

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 $103B AUM 28.65% 1-Year Est. Return

PWMG

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Obsidian Personal Planning Solutions's AGGY Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q3 2025 at 5,364 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #100.

Obsidian Personal Planning Solutions first reported a position in AGGY in Q3 2023 and has held it in 9 quarters since. The position peaked at $335K in Q4 2023. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

Obsidian Personal Planning Solutions held 5,364 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $237K as of Q3 2025.
Obsidian Personal Planning Solutions left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q3 2025.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #100 holding.
Obsidian Personal Planning Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 9 quarters since.
Obsidian Personal Planning Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $335K in Q4 2023.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.