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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
2026
Q1 		– Sell
-466
Closed -$20.5K – 395
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $80.9B AUM 26.08% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Tucker Asset Management's AGGY Position: Q1 2026 in Review

Tucker Asset Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 466 shares — an estimated $20.5K sold.

Tucker Asset Management first reported a position in AGGY in Q3 2023 and held it in 10 quarters. The position peaked at $29.1K in Q4 2023. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Tucker Asset Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 466 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $20.5K.
  • Tucker Asset Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 10 quarters.
  • Tucker Asset Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $29.1K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.