WealthPLAN Partners, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1639943
OMAHA, NE
All Filings in AGGY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,347,749 | 30,997 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $797,264 | 18,349 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $668,767 | 15,182 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $3,010,765 | 70,083 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,024,372 | 69,686 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,052,786 | 69,350 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,933,511 | 70,670 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $3,123,292 | 72,483 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $3,394,597 | 79,592 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $3,861,016 | 80,690 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $4,020,548 | 77,797 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,059,520 | 78,188 | Shares | Other | 2021-12-09 | |
| 2021-06-30 | $4,038,818 | 77,372 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $3,791,820 | 74,059 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $4,257,669 | 79,301 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $4,163,461 | 77,359 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $4,543,322 | 84,417 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $4,302,547 | 83,302 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||