IFP Advisors, Inc

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

CIK 1641866 TAMPA, FL

Position in AGGY

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$21,333

-$218,343 QoQ

Shares Held

491

-91.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,333	491	-91.0%	Shares	Sole	2026-04-13
2025-12-31	$239,676	5,441	-7.1%	Shares	Sole	2026-02-06
2025-09-30	$259,377	5,859	+107.7%	Shares	Sole	2026-02-06
2025-06-30	$123,080	2,821	+210.3%	Shares	Sole	2025-07-24
2025-03-31	$39,477	909	+77.2%	Shares	Sole	2025-05-05
2024-12-31	$22,017	513	+131.1%	Shares	Sole	2025-02-04
2024-09-30	$9,925	222	0.0%	Shares	Sole	2025-02-04
2024-06-30	$9,537	222	0.0%	Shares	Sole	2024-07-30
2024-03-31	$9,634	222	-19.0%	Shares	Sole	2024-07-30
2023-12-31	$12,061	274	-26.9%	Shares	Sole	2024-01-09
2023-09-30	$15,566	375	0.0%	Shares	Sole	2023-10-12
2023-06-30	$16,158	375	0.0%	Shares	Sole	2023-08-04
2023-03-31	$16,383	375	-99.8%	Shares	Sole	2023-04-18
2022-12-31	$11,055	226,919	-5.3%	Shares	Sole	2023-02-07
2022-09-30	$10,120,682	239,713	+1.5%	Shares	Sole	2022-11-08
2022-06-30	$10,555,449	236,087	+44.3%	Shares	Sole	2022-09-06
2022-03-31	$7,828,212	163,599	+75.0%	Shares	Sole	2022-08-08
2021-12-31	$4,831,924	93,497	+8.2%	Shares	Sole	2022-01-12
2021-09-30	$4,488,016	86,441	+4.9%	Shares	Sole	2021-10-06
2021-06-30	$4,301,332	82,401	-41.6%	Shares	Sole	2021-07-13
2021-03-31	$7,224,524	141,104	+24.5%	Shares	Sole	2021-04-30
2020-12-31	$6,086,244	113,359	+3.8%	Shares	Sole	2021-01-25
2020-09-30	$5,876,067	109,180	+35.8%	Shares	Sole	2020-10-29
2020-06-30	$4,326,159	80,382	-0.1%	Shares	Sole	2020-08-05
2020-03-31	$4,157,205	80,488	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.