Prime Capital Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Prime Capital Investment 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
2026 Q2	$33.9M	Buy	779,212 +103,296	+15%	+$4.5M	0.33%	67
2026 Q1	$29.4M	Buy	+675,916	New	+$29.8M	0.34%	72
2023 Q4	–	Sell	-9,026	Closed	-$375K	–	960
2023 Q3	$375K	Buy	9,026 +4	+0%	+$170	0.01%	527
2023 Q2	$389K	Buy	+9,022	New	+$392K	0.01%	535

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

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

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

Prime Capital Investment Advisors's AGGY Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 15% in Q2 2026, buying an estimated $4.5M and bringing the position to 779,212 shares worth $33.9M. The position accounts for 0.33% of the portfolio, ranked #67.

Prime Capital Investment Advisors first reported a position in AGGY in Q2 2023 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Prime Capital Investment Advisors held 779,212 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $33.9M as of Q2 2026.
Prime Capital Investment Advisors bought 103,296 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $4.5M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.33% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #67 holding.
Prime Capital Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.