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

WealthPLAN 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 		$1.35M Buy
30,997
+12,648
+69% +$551K 0.26% 86
2026
Q1 		$797K Buy
18,349
+3,167
+21% +$139K 0.15% 126
2025
Q4 		$669K Buy
+15,182
New +$673K 0.1% 157
2024
Q3 		– Sell
-70,083
Closed -$3.01M – 256
2024
Q2 		$3.01M Buy
70,083
+397
+0.6% +$17K 0.32% 86
2024
Q1 		$3.02M Buy
69,686
+336
+0.5% +$14.6K 0.31% 97
2023
Q4 		$3.05M Sell
69,350
-1,320
-2% -$55.7K 0.31% 86
2023
Q3 		$2.93M Sell
70,670
-1,813
-3% -$77.1K 0.34% 84
2023
Q2 		$3.12M Buy
+72,483
New +$3.15M 0.44% 61
2023
Q1 		– Sell
-79,592
Closed -$3.45M – 1324
2022
Q4 		$3.45M Buy
+79,592
New +$3.38M 0.24% 88
2022
Q1 		$3.67M Buy
80,690
+2,893
+4% +$143K 0.25% 86
2021
Q4 		$3.91M Sell
77,797
-391
-0.5% -$20.3K 0.26% 83
2021
Q3 		$4.06M Buy
78,188
+816
+1% +$42.9K 0.27% 82
2021
Q2 		$4.06M Buy
77,372
+3,313
+4% +$172K 0.29% 77
2021
Q1 		$3.84M Sell
74,059
-5,242
-7% -$275K 0.3% 74
2020
Q4 		$4.21M Buy
79,301
+1,942
+3% +$104K 0.36% 73
2020
Q3 		$4.15M Sell
77,359
-7,058
-8% -$382K 0.4% 69
2020
Q2 		$4.57M Buy
84,417
+1,115
+1% +$59.3K 0.47% 64
2020
Q1 		$4.42M Sell
83,302
-9,867
-11% -$517K 0.57% 55
2019
Q4 		$4.96M Sell
93,169
-1,218
-1% -$63.6K 0.59% 54
2019
Q3 		$4.9M Sell
94,387
-1,293
-1% -$67.2K 0.67% 48
2019
Q2 		$5M Sell
95,680
-5,886
-6% -$295K 0.75% 41
2019
Q1 		$5.09M Buy
101,566
+1,520
+2% +$74.3K 0.79% 36
2018
Q4 		$4.9M Sell
100,046
-2,582
-3% -$123K 0.79% 36
2018
Q3 		$4.86M Buy
102,628
+792
+0.8% +$38.5K 0.89% 28
2018
Q2 		$4.93M Buy
101,836
+641
+0.6% +$31.2K 1.01% 22
2018
Q1 		$4.99M Buy
101,195
+20,798
+26% +$1.03M 1.09% 14
2017
Q4 		$4.08M Buy
+80,397
New +$4.08M 1.09% 16

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's AGGY Position: Q2 2026 in Review

WealthPLAN Partners increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 69% in Q2 2026, buying an estimated $551K and bringing the position to 30,997 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #86.

WealthPLAN Partners first reported a position in AGGY in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.09M in Q1 2019. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • WealthPLAN Partners held 30,997 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.35M as of Q2 2026.
  • WealthPLAN Partners bought 12,648 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $551K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.26% of WealthPLAN Partners's portfolio in Q2 2026, its #86 holding.
  • WealthPLAN Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and has held it in 27 quarters since.
  • WealthPLAN Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.09M in Q1 2019.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.