Institute for Wealth Management, LLC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1533954
DENVER, CO
Position in AGGY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$225,505
-$21,923 QoQ
Shares Held
5,190
-7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,505 | 5,190 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $247,428 | 5,617 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $594,855 | 13,437 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $582,504 | 13,351 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $573,362 | 13,202 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $559,376 | 13,033 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $518,948 | 11,607 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $528,536 | 12,303 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $557,342 | 12,842 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $573,008 | 13,017 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $551,750 | 13,292 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $898,038 | 20,841 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $846,187 | 19,368 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $755,459 | 17,713 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $272,741 | 6,460 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $281,896 | 6,305 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $294,038 | 6,145 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||