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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Advisor Group's AGGY Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.63% in Q2 2026, buying an estimated $1.83K and bringing the position to 6,757 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #430.

United Advisor Group first reported a position in AGGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $543K in Q1 2024. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

United Advisor Group held 6,757 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $294K as of Q2 2026.
United Advisor Group bought 42 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $1.83K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #430 holding.
United Advisor Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $543K in Q1 2024.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.