Gallagher Fiduciary Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1527781
ROLLING MEADOWS, IL
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$518,020
+$72,093 QoQ
Shares Held
11,914
+16.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#36
of 53 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,020 | 11,914 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $445,927 | 10,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $399,841 | 9,077 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $254,641 | 5,752 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||