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

Sovran 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	-4,513	Closed	-$200K	–	552
2025 Q3	$200K	Sell	4,513 -2,368	-34%	-$104K	0.02%	516
2025 Q2	$298K	Sell	6,881 -10,334	-60%	-$445K	0.03%	403
2025 Q1	$739K	Buy	17,215 +5,018	+41%	+$217K	0.1%	217
2024 Q4	$517K	Buy	+12,197	New	+$533K	0.07%	250

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

Sovran Advisors's AGGY Position: Q4 2025 in Review

Sovran Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q4 2025, closing a stake of 4,513 shares — an estimated $200K sold.

Sovran Advisors first reported a position in AGGY in Q4 2024 and held it in 4 quarters. The position peaked at $739K in Q1 2025. 170 funds tracked by Wall St. Rank hold AGGY as of Q4 2025.

Sovran Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
Sovran Advisors sold 4,513 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q4 2025, an estimated $200K.
Sovran Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and held it in 4 quarters.
Sovran Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $739K in Q1 2025.
170 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q4 2025.

Based on Sovran Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.