United Advisor Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

United Advisor 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 Q3	$280K	Buy	6,806 +49	+0.7%	+$2.09K	0.03%	474
2026 Q2	$294K	Buy	6,757 +42	+0.6%	+$1.83K	0.03%	430
2026 Q1	$292K	Buy	6,715 +42	+0.6%	+$1.85K	0.04%	402
2025 Q4	$294K	Buy	6,673 +19	+0.3%	+$842	0.04%	380
2025 Q3	$295K	Sell	6,654 -3	-0%	-$131	0.04%	358
2025 Q2	$290K	Sell	6,657 -1,241	-16%	-$53.4K	0.05%	318
2025 Q1	$343K	Sell	7,898 -1,609	-17%	-$69.5K	0.07%	258
2024 Q4	$408K	Sell	9,507 -1,324	-12%	-$57.8K	0.08%	232
2024 Q3	$484K	Buy	10,831 +35	+0.3%	+$1.55K	0.11%	195
2024 Q2	$464K	Sell	10,796 -1,720	-14%	-$73.7K	0.14%	137
2024 Q1	$543K	Buy	+12,516	New	+$543K	0.2%	108

Other funds holding AGGY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return

United Advisor Group's AGGY Position: Q3 2026 in Review

United Advisor Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.73% in Q3 2026, buying an estimated $2.09K and bringing the position to 6,806 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #474.

United Advisor Group first reported a position in AGGY in Q1 2024 and has held it in 11 quarters since. The position peaked at $543K in Q1 2024. 115 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

United Advisor Group held 6,806 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $280K as of Q3 2026.
United Advisor Group bought 49 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $2.09K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #474 holding.
United Advisor Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $543K in Q1 2024.
115 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.