DIVERSIFY WEALTH MANAGEMENT, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2030780
SANDY, UT
All Filings in AGGY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,814 | 18,326 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $793,874 | 18,271 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||