Capstone Financial Advisors, Inc.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1599217
DOWNERS GROVE, IL
All Filings in AGGY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,979 | 12,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $555,421 | 12,783 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $571,592 | 12,976 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $574,447 | 12,976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $566,142 | 12,976 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $562,635 | 12,955 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $549,719 | 12,808 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $566,028 | 12,660 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $538,159 | 12,527 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $537,899 | 12,394 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $539,993 | 12,267 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $286,769 | 6,414 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $15,315,014 | 320,063 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,674,221 | 148,495 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||