Winch Advisory Services, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1585822
Appleton, WI
Position in AGGY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$876,038
+$60,409 QoQ
Shares Held
20,162
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
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%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $876,038 | 20,162 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $815,629 | 18,516 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $807,130 | 18,232 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $705,977 | 16,181 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $756,724 | 17,424 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $717,751 | 16,723 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $568,129 | 12,707 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $522,350 | 12,159 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $436,907 | 10,067 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $331,206 | 7,524 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $229,467 | 5,528 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $196,619 | 4,563 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $179,653 | 4,112 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $144,967 | 3,399 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $138,439 | 3,279 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $126,529 | 2,830 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $489,649 | 10,233 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $538,092 | 10,412 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $642,198 | 12,369 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $644,356 | 12,344 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $619,315 | 12,096 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $622,589 | 11,596 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $618,445 | 11,491 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $525,498 | 9,764 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $741,539 | 14,357 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||