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

Spurstone 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
2026 Q3	$413	Hold	10	–	–	0.01%	84
2026 Q2	$434	Hold	10	–	–	0.01%	84
2026 Q1	$435	Hold	10	–	–	0.01%	61
2025 Q4	$440	Hold	10	–	–	0.01%	83
2025 Q3	$442	Hold	10	–	–	0.01%	101
2025 Q2	$436	Hold	10	–	–	0.01%	124
2025 Q1	$434	Buy	+10	New	+$432	0.01%	90

Other funds holding AGGY

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return

Spurstone Advisory Services's AGGY Position: Q3 2026 in Review

Spurstone Advisory Services held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q3 2026 at 10 shares worth $413. The position accounts for 0.01% of the portfolio, ranked #84.

Spurstone Advisory Services first reported a position in AGGY in Q1 2025 and has held it in 7 quarters since. The position peaked at $442 in Q3 2025. 78 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

Spurstone Advisory Services held 10 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $413 as of Q3 2026.
Spurstone Advisory Services left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q3 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #84 holding.
Spurstone Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $442 in Q3 2025.
78 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.