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Park Avenue Securities’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Park Avenue Securities’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 		$806K Buy
18,534
+1,402
+8% +$61.1K 0.01% 1056
2026
Q1 		$744K Buy
17,132
+357
+2% +$15.7K 0.01% 941
2025
Q4 		$739K Buy
16,775
+786
+5% +$34.8K 0.01% 931
2025
Q3 		$708K Buy
15,989
+356
+2% +$15.6K 0.01% 1024
2025
Q2 		$682K Sell
15,633
-3,825
-20% -$165K 0.01% 926
2025
Q1 		$845K Sell
19,458
-6,118
-24% -$264K 0.01% 678
2024
Q4 		$1.1M Buy
25,576
+9,165
+56% +$400K 0.01% 708
2024
Q3 		$734K Buy
16,411
+554
+3% +$24.5K 0.01% 804
2024
Q2 		$681K Buy
15,857
+4,110
+35% +$176K 0.01% 829
2024
Q1 		$510K Buy
11,747
+1,395
+13% +$60.6K 0.01% 940
2023
Q4 		$456K Sell
10,352
-592
-5% -$25K 0.01% 950
2023
Q3 		$454K Buy
+10,944
New +$465K 0.01% 880
2023
Q1 		– Sell
-5,735
Closed -$245K – 705
2022
Q4 		$245K Sell
5,735
-785
-12% -$33.4K ﹤0.01% 1056
2022
Q3 		$275K Buy
6,520
+342
+6% +$15.3K 0.01% 937
2022
Q2 		$276K Buy
6,178
+1,445
+31% +$65.7K 0.01% 951
2022
Q1 		$226K Buy
4,733
+403
+9% +$19.9K ﹤0.01% 1045
2021
Q4 		$224K Buy
+4,330
New +$224K ﹤0.01% 1018
2020
Q4 		– Sell
-4,883
Closed -$263K – 843
2020
Q3 		$263K Buy
4,883
+67
+1% +$3.63K 0.01% 623
2020
Q2 		$259K Buy
4,816
+408
+9% +$21.7K 0.01% 552
2020
Q1 		$228K Sell
4,408
-704
-14% -$36.9K 0.02% 266
2019
Q4 		$267K Buy
5,112
+59
+1% +$3.08K 0.01% 496
2019
Q3 		$264K Buy
+5,053
New +$263K 0.01% 434

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Park Avenue Securities's AGGY Position: Q2 2026 in Review

Park Avenue Securities increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.2% in Q2 2026, buying an estimated $61.1K and bringing the position to 18,534 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #1056.

Park Avenue Securities first reported a position in AGGY in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2024. 42 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Park Avenue Securities held 18,534 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $806K as of Q2 2026.
  • Park Avenue Securities bought 1,402 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $61.1K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1056 holding.
  • Park Avenue Securities first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2019 and has held it in 22 quarters since.
  • Park Avenue Securities's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.1M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.