Prestige Wealth Management Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Prestige Wealth Management 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 Q1	$29.8M	Buy	686,094 +51,433	+8%	+$2.27M	5.85%	5
2025 Q4	$28M	Buy	634,661 +87	+0%	+$3.85K	5.33%	6
2025 Q3	$28.1M	Buy	634,574 +6,556	+1%	+$287K	5.42%	5
2025 Q2	$27.4M	Sell	628,018 -25,498	-4%	-$1.1M	5.58%	4
2025 Q1	$28.4M	Buy	653,516 +49,059	+8%	+$2.12M	6.07%	3
2024 Q4	$25.9M	Buy	604,457 +19,218	+3%	+$840K	5.39%	6
2024 Q3	$26.2M	Buy	585,239 +2,758	+0.5%	+$122K	5.41%	4
2024 Q2	$25M	Sell	582,481 -17,542	-3%	-$751K	5.4%	5
2024 Q1	$26M	Buy	600,023 +61,833	+11%	+$2.68M	5.61%	5
2023 Q4	$23.7M	Sell	538,190 -30,079	-5%	-$1.27M	5.38%	3
2023 Q3	$23.6M	Buy	568,269 +47,963	+9%	+$2.04M	5.82%	3
2023 Q2	$22.4M	Sell	520,306 -290	-0.1%	-$12.6K	5.31%	4
2023 Q1	$22.7M	Buy	520,596 +27,501	+6%	+$1.2M	5.72%	3
2022 Q4	$21M	Sell	493,095 -5,639	-1%	-$240K	5.48%	3
2022 Q3	$21.1M	Buy	498,734 +5,332	+1%	+$238K	5.92%	4
2022 Q2	$22.1M	Sell	493,402 -4,140	-0.8%	-$188K	5.98%	4
2022 Q1	$23.8M	Sell	497,542 -192,145	-28%	-$9.49M	5.86%	4
2021 Q4	$35.6M	Buy	689,687 +29,160	+4%	+$1.51M	8.52%	2
2021 Q3	$34.3M	Buy	660,527 +3,460	+0.5%	+$182K	8.78%	2
2021 Q2	$34.3M	Buy	657,067 +1,152	+0.2%	+$59.7K	9.11%	2
2021 Q1	$33.6M	Buy	655,915 +15,151	+2%	+$794K	9.18%	2
2020 Q4	$34.4M	Sell	640,764 -57,663	-8%	-$3.09M	9.43%	2
2020 Q3	$37.6M	Buy	698,427 +14,041	+2%	+$760K	11.35%	1
2020 Q2	$36.8M	Buy	684,386 +2,808	+0.4%	+$149K	12.99%	1
2020 Q1	$35.2M	Buy	+681,578	New	+$35.7M	14.85%	2

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Prestige Wealth Management Group's AGGY Position: Q1 2026 in Review

Prestige Wealth Management Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.1% in Q1 2026, buying an estimated $2.27M and bringing the position to 686,094 shares worth $29.8M. The position accounts for 5.85% of the portfolio, ranked #5.

Prestige Wealth Management Group first reported a position in AGGY in Q1 2020 and has held it in 25 quarters since. The position peaked at $37.6M in Q3 2020. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Prestige Wealth Management Group held 686,094 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $29.8M as of Q1 2026.
Prestige Wealth Management Group bought 51,433 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $2.27M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 5.85% of Prestige Wealth Management Group's portfolio in Q1 2026, its #5 holding.
Prestige Wealth Management Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 25 quarters since.
Prestige Wealth Management Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $37.6M in Q3 2020.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.