WealthPlan Investment Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1929986
OMAHA, NE
All Filings in AGGY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,204,326 | 487,680 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,056,305 | 507,625 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $10,586,007 | 240,318 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,818,404 | 63,664 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $2,715,400 | 62,237 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,720,541 | 62,642 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,823,792 | 65,792 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $3,053,334 | 68,292 | Shares | Other | 2024-11-05 | |
| 2022-12-31 | $3,394,597 | 79,592 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $3,393,220 | 80,370 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $3,861,016 | 80,690 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||