SNS Financial Group, LLC

Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

CIK 1557485 MINNEAPOLIS, MN

Position in AGGY

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$316,750

-$4,374 QoQ

Shares Held

7,290

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$316,750	7,290	0.0%	Shares	Sole	2026-04-14
2025-12-31	$321,124	7,290	0.0%	Shares	Sole	2026-02-02
2025-09-30	$322,728	7,290	0.0%	Shares	Sole	2025-11-13
2025-06-30	$318,062	7,290	-92.0%	Shares	Sole	2025-08-06
2025-03-31	$3,979,881	91,639	-6.1%	Shares	Sole	2025-05-05
2024-12-31	$4,189,678	97,616	-2.9%	Shares	Sole	2025-02-03
2024-09-30	$4,492,729	100,486	-2.1%	Shares	Sole	2024-11-01
2024-06-30	$4,410,316	102,661	-5.5%	Shares	Sole	2024-07-25
2024-03-31	$4,715,236	108,646	-5.3%	Shares	Sole	2024-04-24
2023-12-31	$5,049,886	114,718	+622.7%	Shares	Sole	2024-01-22
2023-09-30	$658,929	15,874	-32.7%	Shares	Sole	2023-10-19
2023-06-30	$1,016,665	23,594	-22.3%	Shares	Sole	2023-07-17
2023-03-31	$1,327,040	30,374	-17.9%	Shares	Sole	2023-04-28
2022-12-31	$1,577,794	36,994	-42.7%	Shares	Sole	2023-01-25
2022-09-30	$2,726,609	64,581	+29.1%	Shares	Sole	2022-10-12
2022-06-30	$2,236,349	50,019	-9.1%	Shares	Sole	2022-07-22
2022-03-31	$2,634,429	55,056	+264.7%	Shares	Sole	2022-05-12
2021-12-31	$780,264	15,098	-5.0%	Shares	Sole	2022-02-14
2021-09-30	$825,424	15,898	0.0%	Shares	Sole	2021-11-12
2021-06-30	$829,875	15,898	+92.1%	Shares	Sole	2021-08-02
2021-03-31	$423,833	8,278	+3.4%	Shares	Sole	2021-05-12
2020-12-31	$429,949	8,008	0.0%	Shares	Sole	2021-02-05
2020-09-30	$430,990	8,008	-1.3%	Shares	Sole	2020-11-13
2020-06-30	$436,534	8,111	+3.4%	Shares	Sole	2020-08-06
2020-03-31	$405,349	7,848	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.