SMI Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

SMI Advisory Services’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
2025 Q4	–	Sell	-7,041	Closed	-$312K	–	61
2025 Q3	$312K	Sell	7,041 -5,040	-42%	-$221K	0.06%	39
2025 Q2	$521K	Buy	12,081 +783	+7%	+$33.7K	0.1%	32
2025 Q1	$486K	Buy	11,298 +603	+6%	+$26K	0.11%	20
2024 Q4	$453K	Sell	10,695 -1	-0%	-$44	0.1%	42
2024 Q3	$474K	Buy	10,696 +118	+1%	+$5.21K	0.11%	46
2024 Q2	$458K	Sell	10,578 -1,321	-11%	-$56.6K	0.11%	48
2024 Q1	$512K	Buy	11,899 +5,666	+91%	+$246K	0.14%	51
2023 Q4	$273K	Buy	+6,233	New	+$263K	0.07%	40

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

SMI Advisory Services's AGGY Position: Q4 2025 in Review

SMI Advisory Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2025, closing a stake of 7,041 shares — an estimated $312K sold.

SMI Advisory Services first reported a position in AGGY in Q4 2023 and held it in 8 quarters. The position peaked at $521K in Q2 2025. 170 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

SMI Advisory Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
SMI Advisory Services sold 7,041 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $312K.
SMI Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2023 and held it in 8 quarters.
SMI Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $521K in Q2 2025.
170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on SMI Advisory Services's 13F filing for Q4 2025, filed 13 Jan 2026.