Raymond James Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Raymond James Financial’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	$16.3M	Buy	374,726 +91,391	+32%	+$3.98M	﹤0.01%	1720
2026 Q1	$12.3M	Buy	283,335 +26,411	+10%	+$1.16M	﹤0.01%	1843
2025 Q4	$11.3M	Buy	256,924 +19,441	+8%	+$861K	﹤0.01%	1854
2025 Q3	$10.5M	Sell	237,483 -21,363	-8%	-$935K	﹤0.01%	1886
2025 Q2	$11.3M	Buy	258,846 +37,482	+17%	+$1.61M	﹤0.01%	1766
2025 Q1	$9.61M	Sell	221,364 -323	-0.1%	-$13.9K	﹤0.01%	1838
2024 Q4	$9.51M	Buy	+221,687	New	+$9.69M	﹤0.01%	1892

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

Raymond James Financial's AGGY Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 32% in Q2 2026, buying an estimated $3.98M and bringing the position to 374,726 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Raymond James Financial first reported a position in AGGY in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Raymond James Financial held 374,726 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $16.3M as of Q2 2026.
Raymond James Financial bought 91,391 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $3.98M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1720 holding.
Raymond James Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.