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

Truvestments Capital’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
Q2 		– Sell
-313
Closed -$13.6K – 991
2025
Q1 		$13.6K Hold
313
– – ﹤0.01% 607
2024
Q4 		$13.4K Hold
313
– – ﹤0.01% 555
2024
Q3 		$14K Buy
+313
New +$13.8K ﹤0.01% 535
2024
Q2 		– Sell
-313
Closed -$13.6K – 233
2024
Q1 		$13.6K Hold
313
– – 0.01% 472
2023
Q4 		$13.8K Hold
313
– – 0.01% 489
2023
Q3 		$13K Sell
313
-384
-55% -$16.3K 0.01% 431
2023
Q2 		$30K Hold
697
– – 0.01% 339
2023
Q1 		$30.5K Sell
697
-2,180
-76% -$94.8K 0.02% 338
2022
Q4 		$123K Sell
2,877
-74
-3% -$3.14K 0.07% 209
2022
Q3 		$125K Sell
2,951
-67
-2% -$2.99K 0.08% 187
2022
Q2 		$135K Sell
3,018
-1,353
-31% -$61.5K 0.08% 185
2022
Q1 		$209K Buy
4,371
+5
+0.1% +$247 0.11% 169
2021
Q4 		$226K Sell
4,366
-56
-1% -$2.9K 0.11% 151
2021
Q3 		$230K Sell
4,422
-2,448
-36% -$129K 0.13% 144
2021
Q2 		$359K Sell
6,870
-846
-11% -$43.8K 0.2% 125
2021
Q1 		$395K Buy
7,716
+93
+1% +$4.87K 0.22% 119
2020
Q4 		$409K Sell
7,623
-43
-0.6% -$2.31K 0.28% 94
2020
Q3 		$412K Buy
+7,666
New +$415K 0.37% 80
2020
Q2 		– Sell
-1,047
Closed -$54K – 567
2020
Q1 		$54K Buy
+1,047
New +$54.8K 0.07% 169

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Truvestments Capital's AGGY Position: Q2 2025 in Review

Truvestments Capital sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 313 shares — an estimated $13.6K sold.

Truvestments Capital first reported a position in AGGY in Q1 2020 and held it in 19 quarters. The position peaked at $412K in Q3 2020. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Truvestments Capital reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Truvestments Capital sold 313 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $13.6K.
  • Truvestments Capital first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and held it in 19 quarters.
  • Truvestments Capital's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $412K in Q3 2020.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.