Transce3nd’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Transce3nd’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
2025 Q3	–	Sell	-4,197	Closed	-$183K	–	186
2025 Q2	$183K	Sell	4,197 -258	-6%	-$11.1K	0.08%	147
2025 Q1	$193K	Sell	4,455 -979	-18%	-$42.3K	0.09%	148
2024 Q4	$233K	Buy	+5,434	New	+$237K	0.08%	153

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Transce3nd's AGGY Position: Q3 2025 in Review

Transce3nd sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 4,197 shares — an estimated $183K sold.

Transce3nd first reported a position in AGGY in Q4 2024 and held it in 3 quarters. The position peaked at $233K in Q4 2024. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

Transce3nd reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 4,197 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $183K.
Transce3nd first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2024 and held it in 3 quarters.
Transce3nd's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $233K in Q4 2024.
161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.