Tidemark, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2009591
SAN DIEGO, CA
All Filings in AGGY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,740 | 500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,725 | 500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,025 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,135 | 500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,815 | 500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,715 | 500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $21,460 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,355 | 500 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,480 | 500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,700 | 500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,248 | 619 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||