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AGGYAGGY
26 quarters

Position history for Savant Capital, LLCSavant Capital, LLC's holdings in WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND

Savant Capital, LLC holds 1.1M shares of AGGY (WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND), worth $49.5M as of 2026-Q2. The position was increased (+93.7% shares). AGGY represents 0.1% of Savant Capital, LLC's portfolio.

Current Value

$49.5M

Current Shares

1.1M

Total Value Change

+$43.8M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+93.7%
$49.5M0.1%$43.31
56
2026-Q1
Decreased
587,789
-1.6%
$25.5M0.1%$42.80
0
2025-Q4
Decreased
597,285
-2.6%
$26.3M0.1%$42.93
0
2025-Q3
Decreased
613,381
-2.9%
$27.2M0.2%$42.65
0
2025-Q2
Decreased
631,767
-4.7%
$27.6M0.2%$41.57
0
2025-Q1
Decreased
662,858
-7.5%
$28.8M0.2%$40.92
0
2024-Q4
Decreased
716,803
-3.4%
$30.8M0.2%$39.98
0
2024-Q3
Decreased
742,283
-1.3%
$33.2M0.3%$41.16
0
2024-Q2
Decreased
752,251
-7.7%
$32.3M0.3%$39.13
0
2024-Q1
Decreased
814,764
-5.8%
$35.4M0.4%$39.11
0
2023-Q4
Decreased
865,033
-24.5%
$38.1M0.5%$39.26
0
2023-Q3
Decreased
1.1M
-15.0%
$47.6M0.7%$36.61
0
2023-Q2
Decreased
1.3M
-9.1%
$58.1M0.9%$37.63
0
2023-Q1
Decreased
1.5M
-20.6%
$64.8M1.2%$37.82
0
2022-Q4
Increased
1.9M
+85.4%
$79.6M1.9%$36.60
73
2022-Q3
Decreased
1M
-9.7%
$42.5M1.3%$35.92
0
2022-Q2
Increased
1.1M
+220.0%
$49.9M1.5%$37.76
74
2022-Q1
Increased
348,672
+281.9%
$16.7M0.5%$40.18
64
2021-Q4
Increased
91,309
+5.9%
$4.7M0.2%$43.19
34
2021-Q3
Decreased
86,196
-7.9%
$4.5M0.2%$43.16
0
2021-Q2
Increased
93,583
+6.5%
$4.9M0.2%$43.18
34
2021-Q1
Decreased
87,830
-2.1%
$4.5M0.2%$42.13
0
2020-Q4
Decreased
89,678
-9.6%
$4.8M0.3%$43.94
0
2020-Q3
Decreased
99,237
-9.4%
$5.3M0.4%$43.57
0
2020-Q2
Decreased
109,516
-1.1%
$5.9M0.4%$43.34
0
2020-Q1
New
110,698
-
$5.7M0.5%$41.33
53

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

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