Symphony Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Symphony Financial’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	$942K	Sell	21,555 -4,640	-18%	-$202K	0.1%	133
2026 Q1	$1.14M	Sell	26,195 -1,534	-6%	-$67.6K	0.15%	108
2025 Q4	$1.22M	Sell	27,729 -1,640	-6%	-$72.7K	0.16%	97
2025 Q3	$1.3M	Sell	29,369 -8,719	-23%	-$382K	0.16%	104
2025 Q2	$1.66M	Buy	+38,088	New	+$1.64M	0.22%	93
2025 Q1	–	Sell	-403,739	Closed	-$17.4M	–	96
2024 Q4	$17.4M	Buy	403,739 +32,974	+9%	+$1.44M	2.73%	5
2024 Q3	$16.6M	Buy	370,765 +35,487	+11%	+$1.57M	2.75%	6
2024 Q2	$14.5M	Buy	335,278 +26,805	+9%	+$1.15M	2.64%	7
2024 Q1	$13.4M	Buy	308,473 +42,215	+16%	+$1.83M	3.12%	4
2023 Q4	$11.6M	Buy	266,258 +69,978	+36%	+$2.95M	2.5%	8
2023 Q3	$8.1M	Buy	196,280 +73,468	+60%	+$3.12M	1.98%	15
2023 Q2	$5.28M	Buy	+122,812	New	+$5.34M	1.3%	21

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's AGGY Position: Q2 2026 in Review

Symphony Financial reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 18% in Q2 2026, selling an estimated $202K and leaving 21,555 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #133.

Symphony Financial first reported a position in AGGY in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.4M in Q4 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Symphony Financial held 21,555 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $942K as of Q2 2026.
Symphony Financial sold 4,640 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $202K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.1% of Symphony Financial's portfolio in Q2 2026, its #133 holding.
Symphony Financial first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and has held it in 12 quarters since.
Symphony Financial's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $17.4M in Q4 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.