WealthPoint Financial, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2040860
CRAMERTON, NC
All Filings in AGGY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,948,291 | 67,808 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,660,313 | 61,227 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,697,049 | 61,227 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||