PFGIA
AGGY icon

Patriot Financial Group Insurance Agency’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Patriot Financial Group Insurance Agency’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
-11,650
Closed -$508K – 492
2025
Q2 		$508K Sell
11,650
-310
-3% -$13.3K 0.06% 309
2025
Q1 		$519K Sell
11,960
-308
-3% -$13.3K 0.07% 284
2024
Q4 		$527K Sell
12,268
-61
-0.5% -$2.67K 0.07% 274
2024
Q3 		$551K Buy
12,329
+2,236
+22% +$98.7K 0.07% 281
2024
Q2 		$434K Buy
10,093
+296
+3% +$12.7K 0.06% 293
2024
Q1 		$425K Buy
9,797
+3,011
+44% +$131K 0.07% 295
2023
Q4 		$299K Buy
6,786
+766
+13% +$32.3K 0.06% 331
2023
Q3 		$250K Sell
6,020
-1,591
-21% -$67.6K 0.05% 370
2023
Q2 		$328K Sell
7,611
-221
-3% -$9.6K 0.06% 317
2023
Q1 		$342K Buy
7,832
+563
+8% +$24.5K 0.07% 302
2022
Q4 		$310K Sell
7,269
-1,744
-19% -$74.1K 0.04% 308
2022
Q3 		$381K Sell
9,013
-2,623
-23% -$117K 0.09% 240
2022
Q2 		$520K Sell
11,636
-8,927
-43% -$406K 0.11% 196
2022
Q1 		$984K Sell
20,563
-5,275
-20% -$261K 0.18% 127
2021
Q4 		$1.33M Sell
25,838
-9,228
-26% -$478K 0.22% 105
2021
Q3 		$1.82M Sell
35,066
-6,797
-16% -$358K 0.32% 57
2021
Q2 		$2.19M Sell
41,863
-20,649
-33% -$1.07M 0.4% 46
2021
Q1 		$3.2M Sell
62,512
-11,485
-16% -$602K 0.73% 16
2020
Q4 		$3.97M Buy
73,997
+22,975
+45% +$1.23M 1% 12
2020
Q3 		$2.75M Buy
51,022
+7,248
+17% +$393K 0.89% 16
2020
Q2 		$2.36M Buy
43,774
+9,763
+29% +$519K 0.9% 15
2020
Q1 		$1.76M Sell
34,011
-15,617
-31% -$818K 0.8% 17
2019
Q4 		$2.59M Buy
49,628
+3,228
+7% +$169K 0.97% 13
2019
Q3 		$2.43M Buy
46,400
+10,135
+28% +$527K 1.09% 10
2019
Q2 		$1.86M Buy
36,265
+6,735
+23% +$338K 0.8% 20
2019
Q1 		$1.47M Buy
29,530
+11,798
+67% +$577K 0.75% 21
2018
Q4 		$855K Buy
17,732
+16,093
+982% +$768K 0.56% 30
2018
Q3 		$79K Buy
+1,639
New +$79.7K 0.05% 231

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 $445B AUM 25.58% 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 $103B AUM 28.65% 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 $21.8B AUM 28.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AGGY Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 11,650 shares — an estimated $508K sold.

Patriot Financial Group Insurance Agency first reported a position in AGGY in Q3 2018 and held it in 28 quarters. The position peaked at $3.97M in Q4 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11,650 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $508K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2018 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.97M in Q4 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.