CWM, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1535847
OMAHA, NE
Position in AGGY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$55,879,784
+$1,378,129 QoQ
Shares Held
1,286,071
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,879,784 | 1,286,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $54,501,655 | 1,237,268 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $53,846,220 | 1,216,314 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $51,498,932 | 1,180,356 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $51,370,610 | 1,182,837 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $50,617,401 | 1,179,343 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $50,712,228 | 1,134,248 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $48,580,370 | 1,130,828 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $50,465,867 | 1,162,808 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $50,059,544 | 1,137,200 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $46,785,962 | 1,127,101 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $46,556,978 | 1,080,459 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $45,753,391 | 1,047,228 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $38,477,977 | 902,180 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $34,336,681 | 813,280 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $29,929,455 | 669,413 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $27,486,044 | 574,421 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $25,188,987 | 487,403 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $18,553,341 | 355,428 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $18,197,913 | 355,428 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $19,082,929 | 355,428 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $19,129,134 | 355,428 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $19,129,134 | 355,428 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,357,856 | 355,428 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||