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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return