Creative Planning
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1540235
OVERLAND PARK, KS
Position in AGGY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$740,247
-$3,443 QoQ
Shares Held
17,025
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 53 holders
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,247 | 17,025 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $743,690 | 17,116 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $753,255 | 17,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $751,793 | 16,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $451,657 | 10,352 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $597,727 | 13,763 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $740,498 | 17,253 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $689,472 | 15,421 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $663,259 | 15,439 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $605,126 | 13,943 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $719,374 | 16,342 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $658,431 | 15,862 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,420,806 | 32,973 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,905,976 | 43,625 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,757,806 | 88,108 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,730,819 | 183,108 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,213,418 | 228,437 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,924,623 | 332,803 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,080,323 | 407,901 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $415,411 | 8,001 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $559,257 | 10,923 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $610,186 | 11,365 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $754,287 | 14,015 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $905,360 | 16,822 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $934,348 | 18,090 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||