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 Q3	$1.75M	Buy	42,576 +11,579	+37%	+$494K	0.32%	67
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	$4.94M	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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

WealthPLAN Partners's AGGY Position: Q3 2026 in Review

WealthPLAN Partners increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 37% in Q3 2026, buying an estimated $494K and bringing the position to 42,576 shares worth $1.75M. The position accounts for 0.32% of the portfolio, ranked #67.

WealthPLAN Partners first reported a position in AGGY in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.09M in Q1 2019. 28 funds tracked by Wall St. Rank hold AGGY as of Q3 2026.

WealthPLAN Partners held 42,576 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.75M as of Q3 2026.
WealthPLAN Partners bought 11,579 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2026, an estimated $494K.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.32% of WealthPLAN Partners's portfolio in Q3 2026, its #67 holding.
WealthPLAN Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2017 and has held it in 28 quarters since.
WealthPLAN Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $5.09M in Q1 2019.
28 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.