Dynamic Advisor Solutions LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1599747
PHOENIX, AZ
Position in AGGY
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$234,238
-$2,046 QoQ
Shares Held
5,391
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,238 | 5,391 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $236,284 | 5,364 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $236,180 | 5,335 | Shares | Sole | 2025-10-09 | |
| 2023-03-31 | $256,722 | 5,876 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $229,883 | 5,390 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $391,252 | 9,267 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $433,955 | 9,706 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $500,128 | 10,452 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $717,008 | 13,874 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $742,923 | 14,309 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $748,130 | 14,332 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $730,880 | 14,275 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $534,645 | 9,958 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $508,276 | 9,444 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $472,109 | 8,772 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $355,971 | 6,892 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||