Betterment LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1633901
NEW YORK, NY
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,552,583
+$81,801 QoQ
Shares Held
35,708
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 53 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552,583 | 35,708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,470,782 | 33,850 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,684,868 | 38,249 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,538,780 | 34,759 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,486,081 | 34,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,454,991 | 33,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,407,818 | 32,801 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,093,740 | 24,463 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $933,950 | 21,740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $866,784 | 19,972 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $828,016 | 18,810 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $748,093 | 18,022 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $768,984 | 17,846 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $875,198 | 20,032 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $808,302 | 18,952 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $761,395 | 18,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $806,300 | 18,034 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $740,574 | 15,477 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $485,636 | 9,397 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||