Smartleaf Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Smartleaf Asset Management’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	$11M	Hold	251,297	–	–	0.36%	54
2026 Q1	$10.9M	Buy	251,297 +9,482	+4%	+$418K	0.39%	48
2025 Q4	$10.7M	Buy	241,815 +15,735	+7%	+$697K	0.4%	46
2025 Q3	$9.99M	Buy	226,080 +8,351	+4%	+$366K	0.62%	24
2025 Q2	$9.46M	Buy	217,729 +7,398	+4%	+$318K	0.83%	19
2025 Q1	$9.11M	Sell	210,331 -624	-0.3%	-$26.9K	0.88%	14
2024 Q4	$9.06M	Buy	210,955 +15,094	+8%	+$659K	0.92%	13
2024 Q3	$8.78M	Buy	195,861 +776	+0.4%	+$34.3K	1.07%	9
2024 Q2	$8.41M	Buy	195,085 +5,516	+3%	+$236K	1.38%	7
2024 Q1	$8.23M	Buy	189,569 +40,476	+27%	+$1.76M	1.59%	6
2023 Q4	$6.57M	Buy	+149,093	New	+$6.29M	1.76%	4

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

Smartleaf Asset Management's AGGY Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 251,297 shares worth $11M. The position accounts for 0.36% of the portfolio, ranked #54.

Smartleaf Asset Management first reported a position in AGGY in Q4 2023 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Smartleaf Asset Management held 251,297 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $11M as of Q2 2026.
Smartleaf Asset Management left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.36% of Smartleaf Asset Management's portfolio in Q2 2026, its #54 holding.
Smartleaf Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.