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Walkner Condon Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Walkner Condon Financial Advisors’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
2025
Q3 		– Sell
-7,749
Closed -$338K – 300
2025
Q2 		$338K Sell
7,749
-252
-3% -$10.8K 0.06% 205
2025
Q1 		$347K Sell
8,001
-636
-7% -$27.5K 0.07% 187
2024
Q4 		$371K Buy
8,637
+166
+2% +$7.25K 0.08% 187
2024
Q3 		$379K Sell
8,471
-881
-9% -$38.9K 0.08% 184
2024
Q2 		$402K Sell
9,352
-1,033
-10% -$44.2K 0.09% 163
2024
Q1 		$451K Buy
10,385
+40
+0.4% +$1.74K 0.1% 165
2023
Q4 		$455K Sell
10,345
-830
-7% -$35K 0.1% 159
2023
Q3 		$464K Sell
11,175
-204
-2% -$8.67K 0.12% 142
2023
Q2 		$490K Sell
11,379
-407
-3% -$17.7K 0.13% 136
2023
Q1 		$515K Sell
11,786
-2,998
-20% -$130K 0.14% 129
2022
Q4 		$631K Buy
+14,784
New +$628K 0.19% 103
2021
Q4 		– Sell
-4,221
Closed -$219K – 121
2021
Q3 		$219K Sell
4,221
-16
-0.4% -$842 0.11% 130
2021
Q2 		$221K Buy
+4,237
New +$219K 0.08% 156
2021
Q1 		– Sell
-3,801
Closed -$204K – 164
2020
Q4 		$204K Buy
+3,801
New +$204K 0.09% 133
2020
Q1 		– Sell
-4,184
Closed -$219K – 53
2019
Q4 		$219K Buy
+4,184
New +$218K 0.21% 65

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Walkner Condon Financial Advisors's AGGY Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2025, closing a stake of 7,749 shares — an estimated $338K sold.

Walkner Condon Financial Advisors first reported a position in AGGY in Q4 2019 and held it in 15 quarters. The position peaked at $631K in Q4 2022. 161 funds tracked by Wall St. Rank hold AGGY as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 7,749 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2025, an estimated $338K.
  • Walkner Condon Financial Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 15 quarters.
  • Walkner Condon Financial Advisors's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $631K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.