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SNS Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

SNS Financial Group’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 		– Sell
-7,290
Closed -$317K – 551
2026
Q1 		$317K Hold
7,290
– – 0.03% 165
2025
Q4 		$321K Hold
7,290
– – 0.03% 162
2025
Q3 		$323K Hold
7,290
– – 0.03% 158
2025
Q2 		$318K Sell
7,290
-84,349
-92% -$3.63M 0.03% 153
2025
Q1 		$3.98M Sell
91,639
-5,977
-6% -$258K 0.41% 31
2024
Q4 		$4.19M Sell
97,616
-2,870
-3% -$125K 0.43% 31
2024
Q3 		$4.49M Sell
100,486
-2,175
-2% -$96K 0.45% 33
2024
Q2 		$4.41M Sell
102,661
-5,985
-6% -$256K 0.47% 30
2024
Q1 		$4.72M Sell
108,646
-6,072
-5% -$264K 0.52% 30
2023
Q4 		$5.05M Buy
114,718
+98,844
+623% +$4.17M 0.6% 30
2023
Q3 		$659K Sell
15,874
-7,720
-33% -$328K 0.09% 94
2023
Q2 		$1.02M Sell
23,594
-6,780
-22% -$295K 0.13% 78
2023
Q1 		$1.33M Sell
30,374
-6,620
-18% -$288K 0.17% 66
2022
Q4 		$1.58M Sell
36,994
-27,587
-43% -$1.17M 0.21% 61
2022
Q3 		$2.73M Buy
64,581
+14,562
+29% +$650K 0.39% 43
2022
Q2 		$2.24M Sell
50,019
-5,037
-9% -$229K 0.29% 51
2022
Q1 		$2.63M Buy
55,056
+39,958
+265% +$1.97M 0.29% 50
2021
Q4 		$780K Sell
15,098
-800
-5% -$41.5K 0.08% 111
2021
Q3 		$825K Hold
15,898
– – 0.1% 99
2021
Q2 		$830K Buy
15,898
+7,620
+92% +$395K 0.11% 100
2021
Q1 		$424K Buy
8,278
+270
+3% +$14.2K 0.06% 130
2020
Q4 		$430K Hold
8,008
– – 0.06% 128
2020
Q3 		$431K Sell
8,008
-103
-1% -$5.58K 0.07% 129
2020
Q2 		$437K Buy
8,111
+263
+3% +$14K 0.08% 123
2020
Q1 		$405K Sell
7,848
-3,260
-29% -$171K 0.08% 132
2019
Q4 		$580K Hold
11,108
– – 0.1% 118
2019
Q3 		$581K Sell
11,108
-180
-2% -$9.36K 0.11% 106
2019
Q2 		$578K Hold
11,288
– – 0.11% 110
2019
Q1 		$562K Sell
11,288
-1,220
-10% -$59.7K 0.12% 101
2018
Q4 		$603K Buy
+12,508
New +$597K 0.15% 98

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

SNS Financial Group's AGGY Position: Q2 2026 in Review

SNS Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 7,290 shares — an estimated $317K sold.

SNS Financial Group first reported a position in AGGY in Q4 2018 and held it in 30 quarters. The position peaked at $5.05M in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • SNS Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • SNS Financial Group sold 7,290 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $317K.
  • SNS Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 30 quarters.
  • SNS Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.05M in Q4 2023.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.