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Vestmark Advisory Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Vestmark Advisory Solutions’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 		$6.91M Hold
158,989
– – 0.06% 308
2026
Q1 		$6.91M Buy
158,989
+10,525
+7% +$464K 0.08% 268
2025
Q4 		$6.54M Buy
148,464
+7,939
+6% +$352K 0.09% 236
2025
Q3 		$6.22M Sell
140,525
-88,611
-39% -$3.88M 0.12% 173
2025
Q2 		$10M Buy
229,136
+137,430
+150% +$5.92M 0.14% 117
2025
Q1 		$3.98M Buy
+91,706
New +$3.96M 0.1% 235

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vestmark Advisory Solutions's AGGY Position: Q2 2026 in Review

Vestmark Advisory Solutions held its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) position steady in Q2 2026 at 158,989 shares worth $6.91M. The position accounts for 0.06% of the portfolio, ranked #308.

Vestmark Advisory Solutions first reported a position in AGGY in Q1 2025 and has held it in 6 quarters since. The position peaked at $10M in Q2 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Vestmark Advisory Solutions held 158,989 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $6.91M as of Q2 2026.
  • Vestmark Advisory Solutions left its WisdomTree Yield Enhanced US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #308 holding.
  • Vestmark Advisory Solutions first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Vestmark Advisory Solutions's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $10M in Q2 2025.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.