BEACON FINANCIAL GROUP
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1591379
DALLAS, TX
All Filings in AGGY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,288 | 15,784 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $646,449 | 14,878 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $644,936 | 14,641 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $737,449 | 16,658 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,474,475 | 79,635 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,151,951 | 95,601 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,148,218 | 96,650 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,027,099 | 179,537 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,185,332 | 50,869 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,549,987 | 35,714 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $270,062 | 6,135 | Shares | Sole | 2024-02-23 | |
| 2023-06-30 | $753,816 | 17,494 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $755,225 | 17,286 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $770,514 | 18,066 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $769,628 | 18,229 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $818,953 | 18,317 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $839,719 | 17,549 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $864,451 | 16,727 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $916,699 | 17,656 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $914,544 | 17,520 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $910,489 | 17,783 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $954,769 | 17,783 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $910,903 | 16,925 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $800,088 | 14,866 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $861,160 | 16,673 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||