Savant Capital, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1482880
ROCKFORD, IL
Position in AGGY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$25,539,432
-$770,972 QoQ
Shares Held
587,789
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77%
Shared 3%
None 20%
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 | $25,539,432 | 587,789 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,310,404 | 597,285 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,154,376 | 613,381 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $27,563,994 | 631,767 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $28,787,922 | 662,858 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $30,765,184 | 716,803 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $33,187,472 | 742,283 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $32,316,702 | 752,251 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $35,360,757 | 814,764 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $38,078,752 | 865,033 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $47,582,913 | 1,146,300 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $58,121,127 | 1,348,831 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $64,807,343 | 1,483,345 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $79,647,382 | 1,867,465 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $42,536,945 | 1,007,507 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $49,890,815 | 1,115,876 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,683,955 | 348,672 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,718,849 | 91,309 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,475,296 | 86,196 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,885,032 | 93,583 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,496,896 | 87,830 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,814,811 | 89,678 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,340,935 | 99,237 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,894,151 | 109,516 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,717,551 | 110,698 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||