Gallagher Fiduciary Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1527781
ROLLING MEADOWS, IL
All Filings in AGGY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,020 | 11,914 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $445,927 | 10,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $399,841 | 9,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $254,641 | 5,752 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||