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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Raymond James Financial's AGGY Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 10% in Q1 2026, buying an estimated $1.16M and bringing the position to 283,335 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Raymond James Financial first reported a position in AGGY in Q4 2024 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Raymond James Financial held 283,335 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $12.3M as of Q1 2026.
Raymond James Financial bought 26,411 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.16M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1843 holding.
Raymond James Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.