AMERICAN FINANCIAL & TAX STRATEGIES INC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 911927
NEW YORK, NY
All Filings in AGGY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,779,545 | 63,927 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,774,673 | 63,859 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,827,305 | 64,184 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,786,885 | 62,952 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,786,473 | 63,866 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,930,873 | 67,485 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,984,184 | 69,529 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,108,641 | 69,529 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,043,372 | 70,842 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,082,007 | 71,014 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $3,141,223 | 71,359 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||