PAG
AGGY icon

Private Advisor Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Private Advisor 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 		$18.8M Buy
431,859
+18,657
+5% +$822K 0.09% 243
2025
Q4 		$18.2M Buy
413,202
+17,493
+4% +$775K 0.09% 248
2025
Q3 		$17.5M Buy
395,709
+991
+0.3% +$43.4K 0.09% 238
2025
Q2 		$17.2M Sell
394,718
-100,876
-20% -$4.34M 0.09% 222
2025
Q1 		$21.5M Sell
495,594
-38,577
-7% -$1.67M 0.13% 162
2024
Q4 		$22.9M Buy
534,171
+18,822
+4% +$822K 0.13% 150
2024
Q3 		$23M Sell
515,349
-16,440
-3% -$726K 0.14% 142
2024
Q2 		$22.8M Sell
531,789
-18,275
-3% -$783K 0.15% 126
2024
Q1 		$23.9M Sell
550,064
-9,919
-2% -$431K 0.17% 114
2023
Q4 		$24.7M Buy
559,983
+145,601
+35% +$6.14M 0.19% 108
2023
Q3 		$17.2M Buy
414,382
+13,615
+3% +$579K 0.15% 128
2023
Q2 		$17.2M Buy
400,767
+10,648
+3% +$463K 0.15% 138
2023
Q1 		$17M Buy
390,119
+56,934
+17% +$2.48M 0.16% 133
2022
Q4 		$5.55M Buy
333,185
+102,641
+45% +$4.36M 0.28% 74
2022
Q3 		$9.73M Sell
230,544
-1,064
-0.5% -$47.5K 0.11% 197
2022
Q2 		$10.4M Buy
231,608
+24,560
+12% +$1.12M 0.09% 217
2022
Q1 		$9.91M Sell
207,048
-34,458
-14% -$1.7M 0.08% 250
2021
Q4 		$12.5M Sell
241,506
-172,969
-42% -$8.96M 0.09% 217
2021
Q3 		$21.5M Buy
414,475
+183,296
+79% +$9.64M 0.14% 153
2021
Q2 		$12.1M Buy
231,179
+50,551
+28% +$2.62M 0.11% 200
2021
Q1 		$9.25M Buy
180,628
+9,667
+6% +$507K 0.09% 225
2020
Q4 		$9.18M Buy
170,961
+131,271
+331% +$7.04M 0.1% 215
2020
Q3 		$2.14M Buy
39,690
+8,339
+27% +$452K 0.03% 530
2020
Q2 		$1.69M Buy
31,351
+22,264
+245% +$1.18M 0.02% 583
2020
Q1 		$469K Buy
+9,087
New +$476K 0.01% 919
2019
Q4 		– Sell
-138,743
Closed -$7.26M – 1624
2019
Q3 		$7.26M Buy
138,743
+81,760
+143% +$4.25M 0.11% 194
2019
Q2 		$2.92M Sell
56,983
-107,910
-65% -$5.42M 0.05% 364
2019
Q1 		$8.22M Buy
+164,893
New +$8.06M 0.16% 140
2017
Q1 		– Sell
-25,281
Closed -$1.26M – 1408
2016
Q4 		$1.26M Buy
+25,281
New +$1.28M 0.04% 434

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
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

Private Advisor Group's AGGY Position: Q1 2026 in Review

Private Advisor Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 4.5% in Q1 2026, buying an estimated $822K and bringing the position to 431,859 shares worth $18.8M. The position accounts for 0.09% of the portfolio, ranked #243.

Private Advisor Group first reported a position in AGGY in Q4 2016 and has held it in 29 quarters since. The position peaked at $24.7M in Q4 2023. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Private Advisor Group held 431,859 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $18.8M as of Q1 2026.
  • Private Advisor Group bought 18,657 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $822K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.09% of Private Advisor Group's portfolio in Q1 2026, its #243 holding.
  • Private Advisor Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2016 and has held it in 29 quarters since.
  • Private Advisor Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $24.7M in Q4 2023.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.