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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

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

Smartleaf Asset Management's AGGY Position: Q1 2026 in Review

Smartleaf Asset Management increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.9% in Q1 2026, buying an estimated $418K and bringing the position to 251,297 shares worth $10.9M. The position accounts for 0.39% of the portfolio, ranked #48.

Smartleaf Asset Management first reported a position in AGGY in Q4 2023 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Smartleaf Asset Management held 251,297 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $10.9M as of Q1 2026.
Smartleaf Asset Management bought 9,482 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $418K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.39% of Smartleaf Asset Management's portfolio in Q1 2026, its #48 holding.
Smartleaf Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.