United Advisor Group, LLC AGGY — WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND

Ownership history in United Advisor Group, LLC  ·  9 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND (AGGY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2024 Q1. The latest visible filing shows AGGY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Advisor Group, LLC's position in WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AGGY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGGY stock page United Advisor Group, LLC fund profile United Advisor Group, LLC full holdings
How United Advisor Group, LLC held AGGY — position size vs. price
% of Fund (quarterly)    AGGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,715 +42 +0.6% 0.04% $292K 2026-04-17 $44.00
2025 Q4 ADDED — — — 6,673 +19 +0.3% 0.04% $294K 2026-01-26 $43.71
2025 Q3 REDUCED — — — 6,654 -3 -0.0% 0.04% $295K 2025-11-12 $43.52
2025 Q2 REDUCED 15.7% +2.4% ❌ 6,657 -1,241 -15.7% 0.05% $290K 2025-08-11 $42.40
2025 Q1 REDUCED 16.9% +1.6% ❌ 7,898 -1,609 -16.9% 0.07% $343K 2025-04-21 $40.78
2024 Q4 REDUCED 12.2% +2.4% ❌ 9,507 -1,324 -12.2% 0.08% $408K 2025-02-24 $41.19
2024 Q3 ADDED — — — 10,831 +35 +0.3% 0.11% $484K 2024-10-30 $40.84
2024 Q2 REDUCED 13.7% +5.2% ❌ 10,796 -1,720 -13.7% 0.14% $464K 2024-08-08 $40.73
2024 Q1 INITIATED — — — 12,516 — — 0.20% $543K 2024-05-14 $39.33

🏢 Other funds also holding AGGY

As of 2026 Q1 — sorted by position size

Grey Ledge Advisors, LLC 3Y 7Y 2.6% WealthPoint Financial, LLC 2.35% Oxinas Partners, LLC 3Y 2.21% Sharper & Granite LLC 3Y 1.0% Freedom Investment Management, Inc. 3Y 7Y 0.95% EJMK Ventures LLC 0.43% HOWARD BAILEY SECURITIES, LLC 0.42% NBC SECURITIES, INC. 0.35% Trinity Wealth Management, LLC 3Y 0.28% Worth Asset Management, LLC 3Y 0.2%

FAQ About United Advisor Group, LLC and AGGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has United Advisor Group, LLC reported owning AGGY?

United Advisor Group, LLC reported AGGY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AGGY position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for AGGY was 0.20% in 2024 Q1.

What is the latest reported AGGY position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 6,715 shares, equal to 0.04% of portfolio, with an estimated market value of $292K.

What does the chart on this AGGY ownership page compare?

The chart compares United Advisor Group, LLC's quarterly AGGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did United Advisor Group, LLC time their AGGY position?

Based on 13F filing dates vs. subsequent AGGY price moves, United Advisor Group, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AGGY relative to SPY over the holding period was -13.0%.

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