Caldwell Trust Co
BankPosition in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2080218
Venice, FL
All Filings in AGGY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,044 | 300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,035 | 300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,215 | 300 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,281 | 300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,089 | 300 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $13,029 | 300 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $12,876 | 300 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||