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

Team Financial Group’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	$307K	Sell	7,051 -14	-0.2%	-$610	0.13%	42
2026 Q1	$307K	Buy	7,065 +71	+1%	+$3.13K	0.14%	36
2025 Q4	$308K	Buy	6,994 +76	+1%	+$3.37K	0.14%	34
2025 Q3	$306K	Buy	6,918 +71	+1%	+$3.11K	0.14%	34
2025 Q2	$299K	Sell	6,847 -157	-2%	-$6.76K	0.15%	33
2025 Q1	$304K	Buy	7,004 +435	+7%	+$18.8K	0.18%	33
2024 Q4	$282K	Sell	6,569 -114	-2%	-$4.98K	0.16%	31
2024 Q3	$299K	Sell	6,683 -5	-0.1%	-$221	0.18%	30
2024 Q2	$287K	Buy	6,688 +64	+1%	+$2.74K	0.18%	27
2024 Q1	$287K	Sell	6,624 -1,245	-16%	-$54.1K	0.19%	27
2023 Q4	$346K	Sell	7,869 -171	-2%	-$7.21K	0.25%	23
2023 Q3	$334K	Buy	+8,040	New	+$342K	0.28%	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

Team Financial Group's AGGY Position: Q2 2026 in Review

Team Financial Group reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.2% in Q2 2026, selling an estimated $610 and leaving 7,051 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #42.

Team Financial Group first reported a position in AGGY in Q3 2023 and has held it in 12 quarters since. The position peaked at $346K in Q4 2023. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Team Financial Group held 7,051 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $307K as of Q2 2026.
Team Financial Group sold 14 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $610.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.13% of Team Financial Group's portfolio in Q2 2026, its #42 holding.
Team Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $346K in Q4 2023.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.