Independent Advisor Alliance
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1696899
CHARLOTTE, NC
All Filings in AGGY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,494,375 | 34,393 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $3,376,087 | 78,660 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||