Planning Strategies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Planning Strategies’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	$3.83K	Buy	+88	New	+$3.83K	﹤0.01%	452

Other funds holding AGGY

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $103B AUM 28.65% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's AGGY Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 88 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

168 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Planning Strategies held 88 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.83K as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Planning Strategies position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #452 holding.
168 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.