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Pinnacle Bancorp’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Pinnacle Bancorp’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 		$89.4K Hold
2,057
– – 0.02% 367
2026
Q1 		$89.4K Hold
2,057
– – 0.03% 349
2025
Q4 		$90.6K Hold
2,057
– – 0.03% 345
2025
Q3 		$91.1K Hold
2,057
– – 0.03% 343
2025
Q2 		$89.7K Hold
2,057
– – 0.03% 334
2025
Q1 		$89.3K Hold
2,057
– – 0.03% 324
2024
Q4 		$88.3K Hold
2,057
– – 0.03% 328
2024
Q3 		$92K Hold
2,057
– – 0.02% 310
2024
Q2 		$88.4K Hold
2,057
– – 0.03% 305
2024
Q1 		$89.3K Hold
2,057
– – 0.03% 301
2023
Q4 		$90.5K Hold
2,057
– – 0.03% 288
2023
Q3 		$85.4K Hold
2,057
– – 0.03% 277
2023
Q2 		$88.6K Hold
2,057
– – 0.03% 274
2023
Q1 		$89.9K Hold
2,057
– – 0.03% 268
2022
Q4 		$88K Hold
2,057
– – 0.03% 264
2022
Q3 		$87K Hold
2,057
– – 0.04% 249
2022
Q2 		$92K Hold
2,057
– – 0.04% 245
2022
Q1 		$98K Hold
2,057
– – 0.03% 248
2021
Q4 		$106K Hold
2,057
– – 0.04% 242
2021
Q3 		$107K Hold
2,057
– – 0.04% 233
2021
Q2 		$107K Hold
2,057
– – 0.05% 232
2021
Q1 		$105K Hold
2,057
– – 0.05% 226
2020
Q4 		$110K Hold
2,057
– – 0.07% 216
2020
Q3 		$111K Hold
2,057
– – 0.08% 193
2020
Q2 		$111K Buy
+2,057
New +$109K 0.08% 188

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

Pinnacle Bancorp's AGGY Position: Q2 2026 in Review

Pinnacle Bancorp held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 2,057 shares worth $89.4K. The position accounts for 0.02% of the portfolio, ranked #367.

Pinnacle Bancorp first reported a position in AGGY in Q2 2020 and has held it in 25 quarters since. The position peaked at $111K in Q3 2020. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Pinnacle Bancorp held 2,057 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $89.4K as of Q2 2026.
  • Pinnacle Bancorp left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #367 holding.
  • Pinnacle Bancorp first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2020 and has held it in 25 quarters since.
  • Pinnacle Bancorp's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $111K in Q3 2020.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.