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Planning Strategies Inc.’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Planning Strategies Inc.’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 		$3.83K Buy
+88
New +$3.83K ﹤0.01% 452

Other funds holding AGGY

WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
RA
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
NS
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
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Planning Strategies Inc.'s AGGY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 88 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

68 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Planning Strategies Inc. held 88 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $3.83K as of Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #452 holding.
  • 68 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.