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Hopwood Nicholas Hunter’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Hopwood Nicholas Hunter’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 		$439K Buy
10,104
+766
+8% +$33.7K 0.14% 91
2025
Q4 		$411K Buy
+9,338
New +$414K 0.13% 92

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 $445B AUM 25.58% 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 $80B AUM 26.12% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Hopwood Nicholas Hunter's AGGY Position: Q1 2026 in Review

Hopwood Nicholas Hunter increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 8.2% in Q1 2026, buying an estimated $33.7K and bringing the position to 10,104 shares worth $439K. The position accounts for 0.14% of the portfolio, ranked #91.

Hopwood Nicholas Hunter first reported a position in AGGY in Q4 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Hopwood Nicholas Hunter held 10,104 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $439K as of Q1 2026.
  • Hopwood Nicholas Hunter bought 766 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $33.7K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.14% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #91 holding.
  • Hopwood Nicholas Hunter first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.