Victory Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Victory Financial 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	–	Sell	-4,845	Closed	-$211K	–	401
2026 Q1	$211K	Buy	4,845 +138	+3%	+$6.08K	0.03%	331
2025 Q4	$207K	Sell	4,707 -1,367	-23%	-$60.6K	0.03%	305
2025 Q3	$269K	Buy	+6,074	New	+$266K	0.04%	202

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

Victory Financial Group's AGGY Position: Q2 2026 in Review

Victory Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026, closing a stake of 4,845 shares — an estimated $211K sold.

Victory Financial Group first reported a position in AGGY in Q3 2025 and held it in 3 quarters. The position peaked at $269K in Q3 2025. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Victory Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Victory Financial Group sold 4,845 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $211K.
Victory Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2025 and held it in 3 quarters.
Victory Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $269K in Q3 2025.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

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