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

Old Mission 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
2025
Q2 		– Sell
-6,645
Closed -$289K – 1040
2025
Q1 		$289K Buy
+6,645
New +$287K ﹤0.01% 782
2024
Q2 		– Sell
-15,689
Closed -$681K – 1306
2024
Q1 		$681K Buy
+15,689
New +$681K 0.01% 635
2023
Q4 		– Sell
-22,391
Closed -$929K – 1307
2023
Q3 		$929K Sell
22,391
-535,415
-96% -$22.8M 0.02% 503
2023
Q2 		$24M Buy
557,806
+368,214
+194% +$16M 0.52% 46
2023
Q1 		$8.28M Buy
189,592
+172,412
+1,004% +$7.5M 0.16% 96
2022
Q4 		$733K Buy
+17,180
New +$730K 0.02% 606
2022
Q3 		– Sell
-299,842
Closed -$13.4M – 958
2022
Q2 		$13.4M Buy
+299,842
New +$13.6M 0.38% 42
2022
Q1 		– Sell
-29,489
Closed -$1.52M – 1340
2021
Q4 		$1.52M Buy
29,489
+23,237
+372% +$1.2M 0.06% 310
2021
Q3 		$325K Sell
6,252
-157,831
-96% -$8.3M 0.01% 688
2021
Q2 		$8.56M Buy
164,083
+48,952
+43% +$2.54M 0.29% 56
2021
Q1 		$5.89M Buy
115,131
+72,427
+170% +$3.8M 0.33% 64
2020
Q4 		$2.29M Buy
42,704
+26,231
+159% +$1.41M 0.14% 136
2020
Q3 		$887K Buy
+16,473
New +$892K 0.07% 239

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 $238M AUM 9.19% 1-Year Est. Return

Old Mission Capital's AGGY Position: Q2 2025 in Review

Old Mission Capital sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 6,645 shares — an estimated $289K sold.

Old Mission Capital first reported a position in AGGY in Q3 2020 and held it in 13 quarters. The position peaked at $24M in Q2 2023. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Old Mission Capital reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Old Mission Capital sold 6,645 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $289K.
  • Old Mission Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2020 and held it in 13 quarters.
  • Old Mission Capital's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $24M in Q2 2023.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.