Broussard Financial Group LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1548136
KAPLAN, LA
Position in AGGY
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$7,978,853
+$440,973 QoQ
Shares Held
183,633
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,978,853 | 183,633 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,537,880 | 171,121 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||