Bison Wealth, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1845251
ATLANTA, GA
All Filings in AGGY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,000 | 25,506 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,217,382 | 28,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,286,612 | 29,208 | Shares | Sole | 2026-03-24 | |
| 2025-06-30 | $2,324,126 | 53,269 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,723,495 | 62,710 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,173,333 | 73,936 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||