Lionshead Wealth Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2056752
New York, NY
All Filings in AGGY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,540 | 10,753 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $470,780 | 10,835 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $429,443 | 9,749 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $432,606 | 9,772 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $292,844 | 6,712 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $222,969 | 5,134 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $376,665 | 8,776 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||