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

Westwood 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
Q1 		– Sell
-9,749
Closed -$429K – 45
2025
Q4 		$429K Buy
+9,749
New +$432K 0.32% 64

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Westwood Wealth Management's AGGY Position: Q1 2026 in Review

Westwood Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 9,749 shares — an estimated $429K sold.

Westwood Wealth Management first reported a position in AGGY in Q4 2025 and held it in 1 quarter. The position peaked at $429K in Q4 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Westwood Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 9,749 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $429K.
  • Westwood Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $429K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.