HighTower Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1462245
CHICAGO, IL
Position in AGGY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$27,244,192
-$4,020,383 QoQ
Shares Held
627,024
-11.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,244,192 | 627,024 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,264,575 | 709,752 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,114,137 | 815,770 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $37,534,932 | 860,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $37,435,791 | 861,980 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,732,980 | 762,651 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $32,473,588 | 726,316 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,748,210 | 692,463 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,444,730 | 678,450 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||