Wealthcare Advisory Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Wealthcare Advisory Partners’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	$547K	Buy	12,572 +47	+0.4%	+$2.05K	0.01%	686
2026 Q1	$544K	Buy	12,525 +109	+0.9%	+$4.8K	0.01%	673
2025 Q4	$547K	Buy	12,416 +1,188	+11%	+$52.6K	0.01%	669
2025 Q3	$497K	Buy	11,228 +4,022	+56%	+$176K	0.01%	687
2025 Q2	$314K	Buy	7,206 +1,507	+26%	+$64.9K	0.01%	776
2025 Q1	$248K	Buy	+5,699	New	+$246K	0.01%	813
2021 Q2	–	Sell	-3,560	Closed	-$182K	–	576
2021 Q1	$182K	Sell	3,560 -193	-5%	-$10.1K	0.01%	504
2020 Q4	$202K	Buy	+3,753	New	+$201K	0.02%	398

Other funds holding AGGY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Wealthcare Advisory Partners's AGGY Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.38% in Q2 2026, buying an estimated $2.05K and bringing the position to 12,572 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #686.

Wealthcare Advisory Partners first reported a position in AGGY in Q4 2020 and has held it in 8 quarters since. The position peaked at $547K in Q4 2025. 42 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

Wealthcare Advisory Partners held 12,572 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $547K as of Q2 2026.
Wealthcare Advisory Partners bought 47 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $2.05K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #686 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 8 quarters since.
Wealthcare Advisory Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $547K in Q4 2025.
42 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.