WWM
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Western Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Western Wealth 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 		$242K Sell
5,562
-653
-11% -$28.4K 0.01% 900
2026
Q1 		$270K Buy
6,215
+4
+0.1% +$176 0.01% 834
2025
Q4 		$274K Sell
6,211
-6,108
-50% -$271K 0.01% 690
2025
Q3 		$545K Buy
12,319
+88
+0.7% +$3.85K 0.03% 429
2025
Q2 		$534K Sell
12,231
-201
-2% -$8.65K 0.03% 394
2025
Q1 		$540K Sell
12,432
-151
-1% -$6.52K 0.04% 366
2024
Q4 		$540K Sell
12,583
-1,083
-8% -$47.3K 0.03% 437
2024
Q3 		$611K Buy
13,666
+18
+0.1% +$795 0.03% 410
2024
Q2 		$586K Sell
13,648
-9
-0.1% -$385 0.04% 327
2024
Q1 		$593K Sell
13,657
-711
-5% -$30.9K 0.05% 326
2023
Q4 		$632K Buy
14,368
+169
+1% +$7.13K 0.05% 357
2023
Q3 		$589K Sell
14,199
-3,786
-21% -$161K 0.05% 350
2023
Q2 		$775K Buy
17,985
+1,070
+6% +$46.5K 0.07% 286
2023
Q1 		$739K Buy
16,915
+3,444
+26% +$150K 0.07% 285
2022
Q4 		$575K Sell
13,471
-5,596
-29% -$238K 0.06% 314
2022
Q3 		$800K Buy
19,067
+6,541
+52% +$292K 0.05% 364
2022
Q2 		$559K Buy
12,526
+4,936
+65% +$225K 0.03% 444
2022
Q1 		$364K Buy
7,590
+1,756
+30% +$86.8K 0.02% 614
2021
Q4 		$301K Buy
+5,834
New +$302K 0.03% 471
2021
Q2 		$233K Sell
4,466
-2,071
-32% -$107K 0.02% 558
2021
Q1 		$335K Buy
6,537
+2,635
+68% +$138K 0.05% 382
2020
Q4 		$210K Buy
+3,902
New +$209K 0.03% 435

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

Western Wealth Management's AGGY Position: Q2 2026 in Review

Western Wealth Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 11% in Q2 2026, selling an estimated $28.4K and leaving 5,562 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #900.

Western Wealth Management first reported a position in AGGY in Q4 2020 and has held it in 22 quarters since. The position peaked at $800K in Q3 2022. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Western Wealth Management held 5,562 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $242K as of Q2 2026.
  • Western Wealth Management sold 653 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $28.4K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Western Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2020 and has held it in 22 quarters since.
  • Western Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $800K in Q3 2022.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.