LPL Financial LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1403438
FORT MILL, SC
Position in AGGY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$65,314,040
+$240,826 QoQ
Shares Held
1,503,200
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,314,040 | 1,503,200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $65,073,214 | 1,477,258 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $55,623,085 | 1,256,451 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53,428,774 | 1,224,588 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,690,380 | 1,236,251 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $56,097,899 | 1,307,034 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $52,002,648 | 1,163,110 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $52,313,637 | 1,217,729 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $53,056,196 | 1,222,493 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $63,188,993 | 1,435,461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $55,801,145 | 1,344,282 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $64,461,692 | 1,495,978 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $79,455,201 | 1,818,613 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $76,766,886 | 1,799,927 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $68,138,604 | 1,613,894 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $69,446,388 | 1,553,263 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $75,457,296 | 1,576,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $71,520,107 | 1,383,903 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $71,364,974 | 1,374,518 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $67,258,290 | 1,288,473 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $67,161,292 | 1,311,744 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $68,307,478 | 1,272,257 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $58,755,401 | 1,091,702 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $38,260,853 | 710,904 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $24,780,378 | 479,775 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||