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

Quadcap Wealth Management’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	$213K	Sell	4,889 -8	-0.2%	-$348	0.02%	397
2026 Q1	$213K	Hold	4,897	–	–	0.02%	367
2025 Q4	$216K	Sell	4,897 -237	-5%	-$10.5K	0.02%	365
2025 Q3	$227K	Sell	5,134 -1,923	-27%	-$84.2K	0.03%	365
2025 Q2	$308K	Hold	7,057	–	–	0.04%	311
2025 Q1	$306K	Sell	7,057 -92	-1%	-$3.97K	0.04%	303
2024 Q4	$307K	Buy	7,149 +52	+0.7%	+$2.27K	0.05%	305
2024 Q3	$317K	Sell	7,097 -219	-3%	-$9.67K	0.05%	303
2024 Q2	$314K	Hold	7,316	–	–	0.06%	300
2024 Q1	$318K	Sell	7,316 -1,400	-16%	-$60.8K	0.07%	264
2023 Q4	$384K	Buy	+8,716	New	+$368K	0.1%	239

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

Quadcap Wealth Management's AGGY Position: Q2 2026 in Review

Quadcap Wealth Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.16% in Q2 2026, selling an estimated $348 and leaving 4,889 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #397.

Quadcap Wealth Management first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. The position peaked at $384K in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Quadcap Wealth Management held 4,889 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $213K as of Q2 2026.
Quadcap Wealth Management sold 8 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $348.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Quadcap Wealth Management's portfolio in Q2 2026, its #397 holding.
Quadcap Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $384K in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.