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

OneDigital Investment 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
2026
Q2 		$365K Sell
8,402
-763
-8% -$33.2K ﹤0.01% 1193
2026
Q1 		$398K Sell
9,165
-2,336
-20% -$103K ﹤0.01% 1044
2025
Q4 		$507K Sell
11,501
-456
-4% -$20.2K 0.01% 939
2025
Q3 		$529K Sell
11,957
-592
-5% -$25.9K 0.01% 903
2025
Q2 		$548K Sell
12,549
-479
-4% -$20.6K 0.01% 869
2025
Q1 		$566K Sell
13,028
-18,111
-58% -$782K 0.01% 814
2024
Q4 		$1.34M Sell
31,139
-9,034
-22% -$395K 0.02% 539
2024
Q3 		$1.8M Buy
40,173
+6,391
+19% +$282K 0.02% 465
2024
Q2 		$1.45M Buy
33,782
+15,250
+82% +$653K 0.02% 503
2024
Q1 		$804K Buy
18,532
+7,682
+71% +$334K 0.01% 572
2023
Q4 		$478K Buy
+10,850
New +$458K 0.01% 733
2021
Q4 		– Sell
-3,944
Closed -$205K – 792
2021
Q3 		$205K Sell
3,944
-1,205
-23% -$63.4K 0.01% 686
2021
Q2 		$269K Sell
5,149
-2,890
-36% -$150K 0.01% 584
2021
Q1 		$412K Sell
8,039
-41,873
-84% -$2.19M 0.02% 421
2020
Q4 		$2.68M Sell
49,912
-2,778
-5% -$149K 0.14% 106
2020
Q3 		$2.84M Sell
52,690
-3,441
-6% -$186K 0.2% 89
2020
Q2 		$3.02M Sell
56,131
-1,368
-2% -$72.7K 0.22% 90
2020
Q1 		$2.97M Sell
57,499
-714
-1% -$37.4K 0.26% 83
2019
Q4 		$3.04M Buy
58,213
+4,437
+8% +$232K 0.24% 97
2019
Q3 		$2.81M Buy
53,776
+2,816
+6% +$146K 0.25% 92
2019
Q2 		$2.61M Buy
50,960
+4,203
+9% +$211K 0.2% 78
2019
Q1 		$2.33M Buy
46,757
+14,717
+46% +$720K 0.34% 66
2018
Q4 		$1.54M Buy
+32,040
New +$1.53M 0.26% 80

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

OneDigital Investment Advisors's AGGY Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.3% in Q2 2026, selling an estimated $33.2K and leaving 8,402 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

OneDigital Investment Advisors first reported a position in AGGY in Q4 2018 and has held it in 23 quarters since. The position peaked at $3.04M in Q4 2019. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • OneDigital Investment Advisors held 8,402 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $365K as of Q2 2026.
  • OneDigital Investment Advisors sold 763 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $33.2K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1193 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 23 quarters since.
  • OneDigital Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.04M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.