Wealth Enhancement Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	–	Sell	-3,719	Closed	-$165K	–	3575
2025 Q4	$165K	Sell	3,719 -40	-1%	-$1.77K	﹤0.01%	3328
2025 Q3	$166K	Buy	+3,759	New	+$165K	﹤0.01%	3201
2025 Q2	–	Sell	-8,929	Closed	-$388K	–	3381
2025 Q1	$388K	Buy	8,929 +3,571	+67%	+$154K	﹤0.01%	2231
2024 Q4	$230K	Sell	5,358 -270	-5%	-$11.8K	﹤0.01%	2589
2024 Q3	$252K	Buy	5,628 +750	+15%	+$33.1K	﹤0.01%	2298
2024 Q2	$210K	Sell	4,878 -1,068,669	-100%	-$45.8M	﹤0.01%	2265
2024 Q1	$46.6M	Buy	1,073,547 +319,942	+42%	+$13.9M	0.12%	172
2023 Q4	$33.2M	Sell	753,605 -291,730	-28%	-$12.3M	0.1%	205
2023 Q3	$43.4M	Buy	+1,045,335	New	+$44.4M	0.14%	146

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's AGGY Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 3,719 shares — an estimated $165K sold.

Wealth Enhancement Advisory Services first reported a position in AGGY in Q3 2023 and held it in 9 quarters. The position peaked at $46.6M in Q1 2024. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,719 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $165K.
Wealth Enhancement Advisory Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2023 and held it in 9 quarters.
Wealth Enhancement Advisory Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $46.6M in Q1 2024.
163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.