PARK AVENUE SECURITIES LLC
Broker-DealerPosition in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1071640
NEW YORK, NY
Position in AGGY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$744,385
+$5,447 QoQ
Shares Held
17,132
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $744,385 | 17,132 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $738,938 | 16,775 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $707,833 | 15,989 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $682,067 | 15,633 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $845,060 | 19,458 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,097,721 | 25,576 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $733,735 | 16,411 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $681,216 | 15,857 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $509,819 | 11,747 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $455,695 | 10,352 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $454,285 | 10,944 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $244,597 | 5,735 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $275,274 | 6,520 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $276,218 | 6,178 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $226,474 | 4,733 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $223,774 | 4,330 | Shares | Sole | 2022-04-08 | |
| 2020-09-30 | $262,803 | 4,883 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $259,197 | 4,816 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $227,673 | 4,408 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||