PSI Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

PSI 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	$438K	Sell	10,081 -2,727	-21%	-$119K	0.1%	100
2026 Q1	$557K	Buy	+12,808	New	+$564K	0.13%	83
2025 Q4	–	Sell	-5,935	Closed	-$263K	–	125
2025 Q3	$263K	Buy	+5,935	New	+$260K	0.07%	114
2025 Q2	–	Sell	-2,558	Closed	-$111K	–	128
2025 Q1	$111K	Buy	+2,558	New	+$110K	0.04%	161
2022 Q3	–	Sell	-41	Closed	-$2K	–	764
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	651
2022 Q1	$2K	Sell	41 -1,336	-97%	-$66K	﹤0.01%	609
2021 Q4	$71K	Sell	1,377 -4,082	-75%	-$212K	0.03%	244
2021 Q3	$283K	Buy	+5,459	New	+$287K	0.13%	122

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

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 $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

PSI Advisors's AGGY Position: Q2 2026 in Review

PSI Advisors reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 21% in Q2 2026, selling an estimated $119K and leaving 10,081 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #100.

PSI Advisors first reported a position in AGGY in Q3 2021 and has held it in 8 quarters since. The position peaked at $557K in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

PSI Advisors held 10,081 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $438K as of Q2 2026.
PSI Advisors sold 2,727 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $119K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.1% of PSI Advisors's portfolio in Q2 2026, its #100 holding.
PSI Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2021 and has held it in 8 quarters since.
PSI Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $557K in Q1 2026.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.