CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 944361
MINNEAPOLIS, MN
All Filings in AGGY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,698 | 51,718 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,235,024 | 51,439 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,218,358 | 50,360 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,229,437 | 50,360 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,016,665 | 46,222 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,480,094 | 34,080 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,869,080 | 43,548 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,914,482 | 42,820 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,555,839 | 36,216 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,543,477 | 35,564 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,525,473 | 80,088 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $765,485 | 18,441 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||