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 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 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 $1.79B AUM 17.59% 1-Year Est. Return

SNS Financial Group's AGGY Position: Q1 2026 in Review

SNS Financial Group held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q1 2026 at 7,290 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #165.

SNS Financial Group first reported a position in AGGY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.05M in Q4 2023. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

SNS Financial Group held 7,290 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $317K as of Q1 2026.
SNS Financial Group left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of SNS Financial Group's portfolio in Q1 2026, its #165 holding.
SNS Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 30 quarters since.
SNS Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.05M in Q4 2023.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.