David Kennon Inc
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1954126
SARASOTA, FL
All Filings in AGGY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,085 | 24,427 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,112,928 | 25,614 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,128,296 | 25,614 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,146,017 | 25,887 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,132,634 | 25,960 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,141,036 | 26,273 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,151,672 | 26,833 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,212,490 | 27,119 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,167,180 | 27,169 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,206,606 | 27,802 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,277,636 | 29,024 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,352,478 | 32,582 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,423,521 | 33,036 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,582,713 | 36,226 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,256,384 | 99,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,106,612 | 97,267 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||