Merit Financial Group, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1621225
ALPHARETTA, GA
All Filings in AGGY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,364 | 9,622 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,693,990 | 108,032 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,825,039 | 132,237 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 | $252,970 | 5,894 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $249,082 | 5,798 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $251,242 | 5,789 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $325,131 | 7,386 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $308,377 | 7,429 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $639,714 | 14,846 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,131,134 | 25,890 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,120,031 | 26,261 | Shares | Sole | 2023-01-13 | |
| 2020-09-30 | $1,034,097 | 19,214 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,844,519 | 34,272 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||