Redwood Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Redwood Investment Management’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	$205K	Buy	+4,715	New	+$205K	0.02%	305
2024 Q1	–	Sell	-4,660	Closed	-$205K	–	313
2023 Q4	$205K	Sell	4,660 -1,458	-24%	-$61.5K	0.02%	338
2023 Q3	$254K	Buy	+6,118	New	+$260K	0.02%	311

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

Redwood Investment Management's AGGY Position: Q2 2026 in Review

Redwood Investment Management opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 4,715 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in AGGY as recently as Q4 2023.

Redwood Investment Management first reported a position in AGGY in Q3 2023 and has held it in 3 quarters since. The position peaked at $254K in Q3 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Redwood Investment Management held 4,715 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $205K as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Redwood Investment Management position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.02% of Redwood Investment Management's portfolio in Q2 2026, its #305 holding.
Redwood Investment Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 3 quarters since.
Redwood Investment Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $254K in Q3 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.