Plante Moran Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-793	Closed	-$35.1K	–	813
2025 Q3	$35.1K	Buy	+793	New	+$34.7K	﹤0.01%	388
2025 Q1	–	Sell	-73	Closed	-$3.13K	–	794
2024 Q4	$3.13K	Hold	73	–	–	﹤0.01%	745
2024 Q3	$3.26K	Buy	+73	New	+$3.22K	﹤0.01%	722

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.78B AUM 23.76% 1-Year Est. Return

Plante Moran Financial Advisors's AGGY Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2025, closing a stake of 793 shares — an estimated $35.1K sold.

Plante Moran Financial Advisors first reported a position in AGGY in Q3 2024 and held it in 3 quarters. The position peaked at $35.1K in Q3 2025. 170 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

Plante Moran Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 793 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $35.1K.
Plante Moran Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2024 and held it in 3 quarters.
Plante Moran Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $35.1K in Q3 2025.
170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.