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Sunbelt Securities’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sunbelt Securities’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
-32
Closed -$1.41K – 2956
2025
Q4 		$1.41K Hold
32
– – ﹤0.01% 1972
2025
Q3 		$1.42K Buy
+32
New +$1.4K ﹤0.01% 1966

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
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

Sunbelt Securities's AGGY Position: Q1 2026 in Review

Sunbelt Securities sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 32 shares — an estimated $1.41K sold.

Sunbelt Securities first reported a position in AGGY in Q3 2025 and held it in 2 quarters. The position peaked at $1.42K in Q3 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Sunbelt Securities reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 32 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.41K.
  • Sunbelt Securities first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and held it in 2 quarters.
  • Sunbelt Securities's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.42K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.