Retireful LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Retireful LLC’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 Q3	–	Sell	-6,191	Closed	-$269K	–	87
2026 Q2	$269K	Buy	+6,191	New	+$270K	0.25%	77
2026 Q1	–	Sell	-7,919	Closed	-$350K	–	87
2025 Q4	$350K	Buy	+7,919	New	+$351K	0.44%	75

Other funds holding AGGY

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Retireful LLC's AGGY Position: Q3 2026 in Review

Retireful LLC sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2026, closing a stake of 6,191 shares — an estimated $269K sold.

Retireful LLC first reported a position in AGGY in Q4 2025 and held it in 2 quarters. The position peaked at $350K in Q4 2025. 5 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

Retireful LLC reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
Retireful LLC sold 6,191 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $269K.
Retireful LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
Retireful LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $350K in Q4 2025.
5 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.