Allworth Financial LP
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1555170
FOLSOM, CA
All Filings in AGGY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,435 | 332 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,425 | 332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,624 | 332 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,697 | 332 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $14,485 | 332 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $14,418 | 332 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $43,563 | 1,015 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,968 | 469 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $39,179 | 912 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $39,580 | 912 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $85,706 | 1,947 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $80,819 | 1,947 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $104,751 | 2,431 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $255,892 | 5,857 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $365,084 | 8,560 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $403,496 | 9,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $432,390 | 9,671 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $14,594 | 305 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $15,762 | 305 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $26,375 | 508 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||