REAP Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

REAP Financial Group’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	$238K	Sell	5,468 -2,269	-29%	-$98.8K	0.04%	118
2026 Q1	$336K	Sell	7,737 -1,300	-14%	-$57.3K	0.07%	94
2025 Q4	$398K	Sell	9,037 -41	-0.5%	-$1.82K	0.08%	84
2025 Q3	$402K	Buy	9,078 +382	+4%	+$16.7K	0.09%	77
2025 Q2	$379K	Sell	8,696 -426	-5%	-$18.3K	0.09%	80
2025 Q1	$396K	Sell	9,122 -781	-8%	-$33.7K	0.1%	76
2024 Q4	$425K	Sell	9,903 -936	-9%	-$40.9K	0.11%	78
2024 Q3	$485K	Buy	10,839 +2,590	+31%	+$114K	0.12%	78
2024 Q2	$354K	Sell	8,249 -731	-8%	-$31.3K	0.1%	89
2024 Q1	$390K	Sell	8,980 -336	-4%	-$14.6K	0.11%	91
2023 Q4	$410K	Buy	+9,316	New	+$393K	0.12%	89

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

REAP Financial Group's AGGY Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 29% in Q2 2026, selling an estimated $98.8K and leaving 5,468 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #118.

REAP Financial Group first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. The position peaked at $485K in Q3 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

REAP Financial Group held 5,468 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $238K as of Q2 2026.
REAP Financial Group sold 2,269 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $98.8K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.04% of REAP Financial Group's portfolio in Q2 2026, its #118 holding.
REAP Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $485K in Q3 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.