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Strategic Advocates’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Strategic Advocates’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 		– Sell
-26
Closed -$1.15K – 281
2025
Q4 		$1.15K Hold
26
– – ﹤0.01% 512
2025
Q3 		$1.15K Buy
+26
New +$1.14K ﹤0.01% 495

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Strategic Advocates's AGGY Position: Q1 2026 in Review

Strategic Advocates sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 26 shares — an estimated $1.15K sold.

Strategic Advocates first reported a position in AGGY in Q3 2025 and held it in 2 quarters. The position peaked at $1.15K in Q3 2025. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Strategic Advocates reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 26 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.15K.
  • Strategic Advocates first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.15K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.