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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
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% +$1.29K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharper & Granite's AGGY Position: Q2 2026 in Review

Sharper & Granite increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 5.7% in Q2 2026, buying an estimated $166K and bringing the position to 71,391 shares worth $3.1M. The position accounts for 0.96% of the portfolio, ranked #37.

Sharper & Granite first reported a position in AGGY in Q4 2022 and has held it in 15 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Sharper & Granite held 71,391 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.1M as of Q2 2026.
  • Sharper & Granite bought 3,819 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $166K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.96% of Sharper & Granite's portfolio in Q2 2026, its #37 holding.
  • Sharper & Granite first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2022 and has held it in 15 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.