Sanctuary Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sanctuary Advisors’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	$2.4M	Buy	55,158 +21,359	+63%	+$930K	0.01%	960
2026 Q1	$1.47M	Buy	33,799 +6,372	+23%	+$281K	0.01%	1115
2025 Q4	$1.21M	Buy	27,427 +5,085	+23%	+$225K	0.01%	1218
2025 Q3	$989K	Sell	22,342 -83	-0.4%	-$3.63K	0.01%	1295
2025 Q2	$978K	Sell	22,425 -2,203	-9%	-$94.8K	0.01%	1233
2025 Q1	$1.07M	Buy	24,628 +3,640	+17%	+$157K	0.01%	1100
2024 Q4	$903K	Buy	20,988 +4,969	+31%	+$217K	0.01%	1314
2024 Q3	$695K	Buy	16,019 +4,231	+36%	+$187K	﹤0.01%	1490
2024 Q2	$497K	Buy	+11,788	New	+$505K	﹤0.01%	1644

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

Sanctuary Advisors's AGGY Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 63% in Q2 2026, buying an estimated $930K and bringing the position to 55,158 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #960.

Sanctuary Advisors first reported a position in AGGY in Q2 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Sanctuary Advisors held 55,158 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.4M as of Q2 2026.
Sanctuary Advisors bought 21,359 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $930K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #960 holding.
Sanctuary Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2024 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.