Freedom Investment Management, Inc.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1566653
SOUTH WINDSOR, CT
Position in AGGY
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,208,391
+$376,373 QoQ
Shares Held
73,841
+14.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
20.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,208,391 | 73,841 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,832,018 | 64,291 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,287,711 | 74,265 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,687,432 | 107,436 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,987,761 | 114,846 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,997,905 | 116,447 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,466,512 | 122,266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,160,999 | 120,135 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,404,168 | 124,520 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,091,443 | 138,379 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||