KESTRA PRIVATE WEALTH SERVICES, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1649451
AUSTIN, TX
Position in AGGY
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$11,211,881
+$879,690 QoQ
Shares Held
258,041
+10.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,211,881 | 258,041 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,332,191 | 234,556 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,024,793 | 203,858 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,356,279 | 168,606 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,087,496 | 140,168 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,342,724 | 124,481 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,084,839 | 91,363 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,227,155 | 75,120 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,195,085 | 50,578 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $400,670 | 9,102 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||