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SWMG LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

SWMG LLC’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
Q2 		$204K Sell
4,726
-1,810
-28% -$78.8K 0.05% 97
2026
Q1 		$284K Buy
6,536
+10
+0.2% +$440 0.08% 95
2025
Q4 		$288K Buy
6,526
+516
+9% +$22.9K 0.08% 98
2025
Q3 		$269K Buy
+6,010
New +$263K 0.08% 95

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWMG LLC's AGGY Position: Q2 2026 in Review

SWMG LLC reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 28% in Q2 2026, selling an estimated $78.8K and leaving 4,726 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #97.

SWMG LLC first reported a position in AGGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q4 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • SWMG LLC held 4,726 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $204K as of Q2 2026.
  • SWMG LLC sold 1,810 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $78.8K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.05% of SWMG LLC's portfolio in Q2 2026, its #97 holding.
  • SWMG LLC first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • SWMG LLC's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $288K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.