McNamara Financial Services, Inc.

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

CIK 1622431 Marshfield, MA

Position in AGGY

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$571,802

+$10,385 QoQ

Shares Held

13,160

+3.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.83%

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	$571,802	13,160	+3.3%	Shares	Sole	2026-04-09
2025-12-31	$561,417	12,745	-0.2%	Shares	Sole	2026-01-21
2025-09-30	$565,106	12,765	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$556,675	12,759	+82.0%	Shares	Sole	2025-07-25
2025-03-31	$304,444	7,010	-10.1%	Shares	Sole	2025-04-11
2024-12-31	$334,818	7,801	-13.3%	Shares	Sole	2025-01-24
2024-09-30	$402,300	8,998	-3.5%	Shares	Sole	2024-10-10
2024-06-30	$400,430	9,321	-1.3%	Shares	Sole	2024-08-02
2024-03-31	$409,782	9,442	+8.3%	Shares	Sole	2024-04-15
2023-12-31	$383,854	8,720	+0.1%	Shares	Sole	2024-01-29
2023-09-30	$361,427	8,707	+0.6%	Shares	Sole	2023-10-10
2023-06-30	$372,900	8,654	+2.2%	Shares	Sole	2023-07-20
2023-03-31	$369,923	8,467	+7.6%	Shares	Sole	2023-04-10
2022-12-31	$335,740	7,872	+3.1%	Shares	Sole	2023-01-20
2022-09-30	$322,223	7,632	-16.6%	Shares	Sole	2022-10-28
2022-06-30	$409,364	9,156	+4.9%	Shares	Sole	2022-07-13
2022-03-31	$417,730	8,730	+2.1%	Shares	Sole	2022-05-02
2021-12-31	$442,019	8,553	-0.5%	Shares	Sole	2022-01-24
2021-09-30	$446,252	8,595	+0.1%	Shares	Sole	2021-10-22
2021-06-30	$448,084	8,584	+86.9%	Shares	Sole	2021-08-04
2021-03-31	$235,161	4,593	+6.2%	Shares	Sole	2021-05-05
2020-12-31	$232,155	4,324	0.0%	Shares	Sole	2021-02-09
2020-09-30	$232,717	4,324	+1.4%	Shares	Sole	2020-10-13
2020-06-30	$229,488	4,264	-9.6%	Shares	Sole	2020-08-10
2020-03-31	$243,633	4,717	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.