KESTRA PRIVATE WEALTH SERVICES, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1649451
AUSTIN, TX
All Filings in AGGY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,656,770 | 268,095 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,211,881 | 258,041 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,332,191 | 234,556 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,024,793 | 203,858 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,356,279 | 168,606 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,087,496 | 140,168 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,342,724 | 124,481 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,084,839 | 91,363 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,227,155 | 75,120 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,195,085 | 50,578 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $400,670 | 9,102 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||