Sharper & Granite
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Sharper & Granite’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sharper & Granite’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 		$2.94M Sell
67,572
-3,819
-5% -$163K 1% 35
2026
Q2 		$3.1M Buy
71,391
+3,819
+6% +$166K 0.96% 37
2026
Q1 		$2.94M Buy
67,572
+20,195
+43% +$889K 1% 35
2025
Q4 		$2.09M Sell
47,377
-1,320
-3% -$58.5K 0.74% 43
2025
Q3 		$2.16M Buy
48,697
+520
+1% +$22.8K 0.77% 40
2025
Q2 		$2.1M Sell
48,177
-700
-1% -$30.1K 0.8% 36
2025
Q1 		$2.12M Buy
48,877
+30
+0.1% +$1.3K 0.88% 31
2024
Q4 		$2.1M Buy
48,847
+540
+1% +$23.6K 0.92% 30
2024
Q3 		$2.16M Sell
48,307
-1,345
-3% -$59.4K 0.96% 32
2024
Q2 		$2.13M Sell
49,652
-1,025
-2% -$43.9K 1.02% 30
2024
Q1 		$2.18M Buy
50,677
+5,405
+12% +$235K 1.05% 29
2023
Q4 		$1.99M Sell
45,272
-33
-0.1% -$1.39K 1.03% 31
2023
Q3 		$1.88M Buy
45,305
+290
+0.6% +$12.3K 1.09% 29
2023
Q2 		$1.94M Sell
45,015
-595
-1% -$25.9K 1.12% 29
2023
Q1 		$1.99M Buy
45,610
+5,255
+13% +$229K 1.2% 27
2022
Q4 		$1.72M Buy
+40,355
New +$1.71M 1.15% 28

Other funds holding AGGY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Broussard Financial Group
Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Sharper & Granite's AGGY Position: Q3 2026 in Review

Sharper & Granite reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 5.3% in Q3 2026, selling an estimated $163K and leaving 67,572 shares worth $2.94M. The position accounts for 1% of the portfolio, ranked #35.

Sharper & Granite first reported a position in AGGY in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.1M in Q2 2026. 87 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

  • Sharper & Granite held 67,572 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.94M as of Q3 2026.
  • Sharper & Granite sold 3,819 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $163K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1% of Sharper & Granite's portfolio in Q3 2026, its #35 holding.
  • Sharper & Granite first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and has held it in 16 quarters since.
  • Sharper & Granite's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.1M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Sharper & Granite's 13F filing for Q3 2026, filed 2 Nov 2026.