BOLTON SECURITIES CORPORATION’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

BOLTON SECURITIES CORPORATION’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	$14.1K	Buy	+324	New	+$14.3K	﹤0.01%	1535
2025 Q3	$14.3K	Buy	+324	New	+$14.2K	﹤0.01%	1467
2025 Q1	$14.1K	Buy	+324	New	+$14K	﹤0.01%	1356

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's AGGY Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026: 324 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in AGGY as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in AGGY in Q1 2025 and has held it in 3 quarters since. The position peaked at $14.3K in Q3 2025. 166 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

BOLTON SECURITIES CORPORATION held 324 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $14.1K as of Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1535 holding.
BOLTON SECURITIES CORPORATION first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $14.3K in Q3 2025.
166 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.