Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Qube Research & Technologies (QRT)’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
2025
Q3 		– Sell
-83
Closed -$3.62K – 3533
2025
Q2 		$3.62K Buy
+83
New +$3.57K ﹤0.01% 3424
2025
Q1 		– Sell
-77
Closed -$3.31K – 3456
2024
Q4 		$3.31K Hold
77
– – ﹤0.01% 3341
2024
Q3 		$3.44K Buy
+77
New +$3.4K ﹤0.01% 3136
2023
Q2 		– Sell
-2,018
Closed -$88.2K – 2349
2023
Q1 		$88.2K Buy
+2,018
New +$87.8K ﹤0.01% 2149
2022
Q4 		– Sell
-984
Closed -$42K – 2418
2022
Q3 		$42K Buy
+984
New +$43.9K ﹤0.01% 2170
2022
Q2 		– Sell
-1,252
Closed -$60K – 2441
2022
Q1 		$60K Sell
1,252
-15,349
-92% -$758K ﹤0.01% 2156
2021
Q4 		$858K Sell
16,601
-44,072
-73% -$2.28M 0.01% 1284
2021
Q3 		$3.15M Sell
60,673
-47,039
-44% -$2.47M 0.04% 549
2021
Q2 		$5.62M Buy
107,712
+15,161
+16% +$785K 0.06% 373
2021
Q1 		$4.74M Sell
92,551
-88,373
-49% -$4.63M 0.08% 351
2020
Q4 		$9.71M Buy
180,924
+31,448
+21% +$1.69M 0.14% 160
2020
Q3 		$8.04M Sell
149,476
-382,196
-72% -$20.7M 0.11% 225
2020
Q2 		$28.6M Buy
531,672
+379,915
+250% +$20.2M 0.42% 29
2020
Q1 		$7.84M Buy
+151,757
New +$7.95M 0.32% 54

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Qube Research & Technologies (QRT)'s AGGY Position: Q3 2025 in Review

Qube Research & Technologies (QRT) sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 83 shares — an estimated $3.62K sold.

Qube Research & Technologies (QRT) first reported a position in AGGY in Q1 2020 and held it in 14 quarters. The position peaked at $28.6M in Q2 2020. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Qube Research & Technologies (QRT) reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 83 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $3.62K.
  • Qube Research & Technologies (QRT) first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 14 quarters.
  • Qube Research & Technologies (QRT)'s WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $28.6M in Q2 2020.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q3 2025, filed 14 Nov 2025.