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

Pinnacle Financial Group’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	$623K	Buy	14,317 +267	+2%	+$11.6K	0.15%	65
2026 Q1	$610K	Sell	14,050 -389	-3%	-$17.1K	0.17%	61
2025 Q4	$636K	Hold	14,439	–	–	0.18%	54
2025 Q3	$639K	Buy	14,439 +428	+3%	+$18.7K	0.19%	53
2025 Q2	$611K	Hold	14,011	–	–	0.2%	51
2025 Q1	$608K	Hold	14,011	–	–	0.22%	49
2024 Q4	$601K	Sell	14,011 -18	-0.1%	-$786	0.24%	43
2024 Q3	$627K	Hold	14,029	–	–	0.25%	39
2024 Q2	$603K	Hold	14,029	–	–	0.26%	38
2024 Q1	$609K	Sell	14,029 -746	-5%	-$32.4K	0.27%	37
2023 Q4	$650K	Hold	14,775	–	–	0.33%	37
2023 Q3	$613K	Buy	14,775 +855	+6%	+$36.3K	0.37%	34
2023 Q2	$600K	Hold	13,920	–	–	0.34%	35
2023 Q1	$608K	Buy	13,920 +650	+5%	+$28.3K	0.36%	36
2022 Q4	$566K	Sell	13,270 -1,630	-11%	-$69.3K	0.4%	34
2022 Q3	$629K	Buy	14,900 +7,465	+100%	+$333K	0.54%	30
2022 Q2	$332K	Buy	+7,435	New	+$338K	0.28%	42

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Financial Group's AGGY Position: Q2 2026 in Review

Pinnacle Financial Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 14,317 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #65.

Pinnacle Financial Group first reported a position in AGGY in Q2 2022 and has held it in 17 quarters since. The position peaked at $650K in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Pinnacle Financial Group held 14,317 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $623K as of Q2 2026.
Pinnacle Financial Group bought 267 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $11.6K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.15% of Pinnacle Financial Group's portfolio in Q2 2026, its #65 holding.
Pinnacle Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and has held it in 17 quarters since.
Pinnacle Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $650K in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.