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ORG Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

ORG Partners’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
Q4 		– Sell
-9,230
Closed -$409K – 1707
2025
Q3 		$409K Sell
9,230
-537
-5% -$23.5K 0.07% 223
2025
Q2 		$426K Buy
9,767
+3,649
+60% +$157K 0.09% 191
2025
Q1 		$266K Buy
6,118
+3,157
+107% +$136K 0.07% 225
2024
Q4 		$127K Buy
+2,961
New +$129K 0.02% 385

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

ORG Partners's AGGY Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2025, closing a stake of 9,230 shares — an estimated $409K sold.

ORG Partners first reported a position in AGGY in Q4 2024 and held it in 4 quarters. The position peaked at $426K in Q2 2025. 169 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

  • ORG Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 9,230 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $409K.
  • ORG Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and held it in 4 quarters.
  • ORG Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $426K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.