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

Parallel 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
2025
Q3 		– Sell
-49
Closed -$2.13K – 3550
2025
Q2 		$2.13K Buy
+49
New +$2.11K ﹤0.01% 3026
2023
Q1 		– Sell
-830
Closed -$35.4K – 3420
2022
Q4 		$35.4K Buy
830
+734
+765% +$31.2K ﹤0.01% 1442
2022
Q3 		$4K Buy
+96
New +$4.29K ﹤0.01% 2359
2021
Q2 		– Sell
-88
Closed -$5K – 2917
2021
Q1 		$5K Sell
88
-1,519
-95% -$79.6K ﹤0.01% 2160
2020
Q4 		$86K Buy
1,607
+44
+3% +$2.36K ﹤0.01% 860
2020
Q3 		$84K Hold
1,563
– – 0.01% 847
2020
Q2 		$84K Sell
1,563
-10,457
-87% -$556K 0.01% 828
2020
Q1 		$620K Buy
12,020
+10,156
+545% +$532K 0.05% 208
2019
Q4 		$97K Buy
1,864
+1,776
+2,018% +$92.7K 0.01% 777
2019
Q3 		$5K Hold
88
– – ﹤0.01% 1893
2019
Q2 		$5K Buy
+88
New +$4.42K ﹤0.01% 1798

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
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

Parallel Advisors's AGGY Position: Q3 2025 in Review

Parallel Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 49 shares — an estimated $2.13K sold.

Parallel Advisors first reported a position in AGGY in Q2 2019 and held it in 11 quarters. The position peaked at $620K in Q1 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Parallel Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Parallel Advisors sold 49 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $2.13K.
  • Parallel Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2019 and held it in 11 quarters.
  • Parallel Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $620K in Q1 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Parallel Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.