Lloyd Advisory Services, LLC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1802474
SUWANEE, GA
All Filings in AGGY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,000 | 46 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $194,786 | 4,483 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,982 | 45 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $93,642 | 1,957 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $108,579 | 2,101 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $96,207 | 1,853 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $45,622 | 874 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $39,731 | 776 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $59,864 | 1,115 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $47,899 | 890 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $38,995 | 755 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||