JAMES INVESTMENT RESEARCH, INC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 810384
ALPHA, OH
All Filings in AGGY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,266 | 28,203 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,006,953 | 23,175 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $919,675 | 20,878 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $496,089 | 11,206 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $426,526 | 9,776 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $403,204 | 9,284 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $348,338 | 8,116 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $308,096 | 6,891 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $271,679 | 6,324 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $221,209 | 5,097 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||