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Tucker Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Tucker Asset Management’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
Q4 		$20.5K Buy
466
+2
+0.4% +$89 0.01% 450
2025
Q3 		$20.6K Buy
464
+1
+0.2% +$44 0.01% 232
2025
Q2 		$20.2K Buy
463
+1
+0.2% +$43 0.01% 199
2025
Q1 		$20.1K Buy
462
+1
+0.2% +$43 0.01% 202
2024
Q4 		$19.8K Buy
461
+2
+0.4% +$87 ﹤0.01% 568
2024
Q3 		$20.5K Buy
459
+1
+0.2% +$44 ﹤0.01% 533
2024
Q2 		$19.7K Buy
458
+1
+0.2% +$43 ﹤0.01% 639
2024
Q1 		$19.8K Sell
457
-204
-31% -$8.86K ﹤0.01% 674
2023
Q4 		$29.1K Buy
661
+555
+524% +$23.4K 0.01% 453
2023
Q3 		$4.38K Buy
+106
New +$4.51K ﹤0.01% 858

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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HighTower Advisors
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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