Summit Financial, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1765536
PARSIPPANY, NJ
All Filings in AGGY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,504 | 15,329 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $705,367 | 16,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $824,483 | 18,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $969,955 | 21,910 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||