Waverly Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1568787
BIRMINGHAM, AL
All Filings in AGGY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,181 | 29,466 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $863,655 | 19,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $472,524 | 10,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,289,763 | 164,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,294,936 | 144,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,055,010 | 139,420 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,450,539 | 126,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,075,121 | 113,512 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,766,540 | 110,953 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,143,267 | 95,467 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||