Omni 360 Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Omni 360 Wealth’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	$268K	Buy	6,173 +809	+15%	+$35.2K	0.12%	118
2026 Q1	$233K	Sell	5,364 -26	-0.5%	-$1.15K	0.12%	118
2025 Q4	$239K	Buy	5,390 +384	+8%	+$17K	0.12%	117
2025 Q3	$222K	Buy	5,006 +87	+2%	+$3.81K	0.12%	117
2025 Q2	$215K	Buy	4,919 +133	+3%	+$5.72K	0.13%	108
2025 Q1	$208K	Buy	+4,786	New	+$207K	0.14%	106

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Omni 360 Wealth's AGGY Position: Q2 2026 in Review

Omni 360 Wealth increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 15% in Q2 2026, buying an estimated $35.2K and bringing the position to 6,173 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #118.

Omni 360 Wealth first reported a position in AGGY in Q1 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Omni 360 Wealth held 6,173 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $268K as of Q2 2026.
Omni 360 Wealth bought 809 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $35.2K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.12% of Omni 360 Wealth's portfolio in Q2 2026, its #118 holding.
Omni 360 Wealth first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.