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Advisory Solutions Group, LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Advisory Solutions Group, LLC’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 		$348K Buy
+8,001
New +$348K 0.12% 143

Other funds holding AGGY

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Advisory Solutions Group, LLC's AGGY Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 8,001 shares worth $348K. The stake represents 0.12% of the portfolio and ranks #143 among its holdings.

69 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Advisory Solutions Group, LLC held 8,001 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $348K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.12% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #143 holding.
  • 69 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.