Arkadios Wealth Advisors
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1800798
ATLANTA, GA
All Filings in AGGY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,757 | 11,034 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $462,394 | 10,642 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $462,657 | 10,503 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $457,264 | 10,329 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $329,755 | 7,558 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||