Goldstone Financial Group, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2040021
OAKBROOK TERRACE, IL
All Filings in AGGY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,252 | 19,900 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $852,575 | 19,622 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $875,890 | 19,884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $956,586 | 21,608 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $927,791 | 21,265 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,274,602 | 52,374 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,197,289 | 51,195 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,962,321 | 43,890 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,583,505 | 36,860 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $1,248,791 | 28,774 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $1,043,406 | 23,703 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $714,968 | 17,224 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $560,342 | 13,004 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $456,036 | 10,438 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||