SG
AGGY icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return