SFE Investment Counsel’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

SFE Investment Counsel’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	–	Sell	-8,748	Closed	-$385K	–	144
2025 Q4	$385K	Sell	8,748 -891	-9%	-$39.5K	0.06%	114
2025 Q3	$427K	Sell	9,639 -5,452	-36%	-$239K	0.07%	111
2025 Q2	$658K	Sell	15,091 -12,843	-46%	-$553K	0.12%	94
2025 Q1	$1.21M	Buy	+27,934	New	+$1.21M	0.24%	83

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 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 $104B AUM 28.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WIM

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

SFE Investment Counsel's AGGY Position: Q1 2026 in Review

SFE Investment Counsel sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 8,748 shares — an estimated $385K sold.

SFE Investment Counsel first reported a position in AGGY in Q1 2025 and held it in 4 quarters. The position peaked at $1.21M in Q1 2025. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

SFE Investment Counsel reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
SFE Investment Counsel sold 8,748 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $385K.
SFE Investment Counsel first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and held it in 4 quarters.
SFE Investment Counsel's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.21M in Q1 2025.
165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.