Trinity Wealth Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1685364
BERWYN, PA
All Filings in AGGY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,680 | 16,552 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $774,583 | 17,827 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $758,144 | 17,211 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $789,466 | 17,833 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $781,151 | 17,904 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $767,190 | 17,665 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $929,218 | 21,650 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $984,648 | 22,023 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $731,179 | 17,020 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $620,533 | 14,298 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $795,529 | 18,072 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $749,546 | 18,057 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $763,253 | 17,713 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $697,161 | 15,957 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||