WealthPlan Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

WealthPlan Investment Management’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	$21.2M	Sell	487,680 -19,945	-4%	-$869K	1.05%	23
2026 Q1	$22.1M	Buy	507,625 +267,307	+111%	+$11.8M	1.23%	19
2025 Q4	$10.6M	Buy	240,318 +176,654	+277%	+$7.83M	0.67%	41
2025 Q3	$2.82M	Buy	63,664 +1,427	+2%	+$62.5K	0.19%	108
2025 Q2	$2.72M	Sell	62,237 -405	-0.6%	-$17.4K	0.2%	107
2025 Q1	$2.72M	Sell	62,642 -3,150	-5%	-$136K	0.27%	87
2024 Q4	$2.82M	Sell	65,792 -2,500	-4%	-$109K	0.28%	89
2024 Q3	$3.05M	Buy	+68,292	New	+$3.02M	0.31%	82
2023 Q1	–	Sell	-79,592	Closed	-$3.46M	–	444
2022 Q4	$3.46M	Sell	79,592 -778	-1%	-$33.1K	0.24%	88
2022 Q3	$3.53M	Buy	+80,370	New	+$3.59M	0.26%	81
2022 Q1	$3.67M	Buy	+80,690	New	+$3.99M	0.25%	86

Other funds holding AGGY

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPlan Investment Management's AGGY Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 3.9% in Q2 2026, selling an estimated $869K and leaving 487,680 shares worth $21.2M. The position accounts for 1.05% of the portfolio, ranked #23.

WealthPlan Investment Management first reported a position in AGGY in Q1 2022 and has held it in 11 quarters since. The position peaked at $22.1M in Q1 2026. 59 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

WealthPlan Investment Management held 487,680 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $21.2M as of Q2 2026.
WealthPlan Investment Management sold 19,945 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $869K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 1.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #23 holding.
WealthPlan Investment Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $22.1M in Q1 2026.
59 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.