Soltis Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Soltis Investment Advisors’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	-5,103	Closed	-$226K	–	530
2025 Q3	$226K	Buy	+5,103	New	+$223K	0.02%	436

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

Soltis Investment Advisors's AGGY Position: Q4 2025 in Review

Soltis Investment Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2025, closing a stake of 5,103 shares — an estimated $226K sold.

Soltis Investment Advisors first reported a position in AGGY in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 170 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

Soltis Investment Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
Soltis Investment Advisors sold 5,103 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $226K.
Soltis Investment Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and held it in 1 quarter.
Soltis Investment Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $226K in Q3 2025.
170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.