How many shares of AGGY does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 1.5M shares of AGGY (WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND).

What is LPL Financial LLC's AGGY position worth?

As of 2026-Q2, LPL Financial LLC's AGGY position is worth $64.2M.

In 2026-Q2, LPL Financial LLC decreased their AGGY position (-1.9% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in AGGY in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND

Current Value

$64.2M

Current Shares

1.5M

Total Value Change

+$63.7M

Total Shares Change

+1.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.5M	-1.9%	$64.2M	0.0%	$43.31	0
2026-Q1	Increased	1.5M	+1.8%	$65.3M	0.0%	$42.80	30
2025-Q4	Increased	1.5M	+17.6%	$65.1M	0.0%	$42.93	34
2025-Q3	Increased	1.3M	+2.6%	$55.6M	0.0%	$42.65	30
2025-Q2	Decreased	1.2M	-0.9%	$53.4M	0.0%	$41.57	0
2025-Q1	Decreased	1.2M	-5.4%	$53.7M	0.0%	$40.92	0
2024-Q4	Increased	1.3M	+12.4%	$56.1M	0.0%	$39.98	33
2024-Q3	Decreased	1.2M	-4.5%	$52M	0.0%	$41.16	0
2024-Q2	Decreased	1.2M	-0.4%	$52.3M	0.0%	$39.13	0
2024-Q1	Decreased	1.2M	-14.8%	$53.1M	0.0%	$39.11	0
2023-Q4	Increased	1.4M	+6.8%	$63.2M	0.0%	$39.26	32
2023-Q3	Decreased	1.3M	-10.1%	$55.8M	0.0%	$36.61	0
2023-Q2	Decreased	1.5M	-17.7%	$64.5M	0.0%	$37.63	0
2023-Q1	Increased	1.8M	+1.0%	$79.5M	0.1%	$37.82	30
2022-Q4	Increased	1.8M	+11.5%	$76.8M	0.1%	$36.60	33
2022-Q3	Increased	1.6M	+3.9%	$68.1M	0.1%	$35.92	31
2022-Q2	Decreased	1.6M	-1.5%	$69.4M	0.1%	$37.76	0
2022-Q1	Increased	1.6M	+13.9%	$75.5M	0.1%	$40.18	34
2021-Q4	Increased	1.4M	+0.7%	$71.5M	0.1%	$43.19	30
2021-Q3	Increased	1.4M	+6.7%	$71.4M	0.1%	$43.16	32
2021-Q2	Decreased	1.3M	-1.8%	$67.3M	0.1%	$43.18	0
2021-Q1	Increased	1.3M	+3.1%	$67.2M	0.1%	$42.13	30
2020-Q4	Increased	1.3M	+16.5%	$68.3M	0.1%	$43.94	34
2020-Q3	Increased	1.1M	+53.6%	$58.8M	0.1%	$43.57	41
2020-Q2	Increased	710,904	+48.2%	$38.3M	0.1%	$43.34	40
2020-Q1	Increased	479,775	+41.0%	$24.8M	0.1%	$41.33	38
2019-Q4	Increased	340,354	+11.9%	$17.8M	0.0%	$41.50	32
2019-Q3	Increased	304,031	+2.4%	$15.9M	0.0%	$41.21	29
2019-Q2	Increased	297,025	+1717.3%	$15.2M	0.0%	$40.08	45
2019-Q1	Increased	16,344	+71.2%	$814,000	0.0%	$38.66	37
2018-Q4	New	9,549	-	$460,000	0.0%	$37.13	33

Other major holders of AGGY: BANK OF AMERICA CORP /DE/