Atria Investments, Inc
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1535865
Charlotte, NC
All Filings in AGGY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,702,739 | 200,155 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,448,466 | 263,486 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,530,836 | 261,767 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,178,765 | 275,102 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,927,744 | 250,464 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,533,705 | 265,570 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,861,714 | 276,368 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,004,622 | 223,767 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,852,830 | 182,794 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,609,712 | 175,339 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,746,989 | 153,271 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,501,160 | 84,345 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,864,666 | 66,481 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,566,044 | 58,733 | Shares | Sole | 2023-05-10 | |
| 2021-06-30 | $1,108,989 | 21,245 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,318,860 | 25,759 | Shares | Sole | 2021-05-11 | |
| 2020-06-30 | $2,053,663 | 38,158 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||